Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,591 | $102,595+204.7% | $94,057+232.3% | $154,746+102.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.93% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,474 | $3,147+10.4% | $2,933+18.4% | $4,379-20.7% |
| Participant deferral / active EE | $7,846 | $5,118+53.3% | $4,709+66.6% | $6,730+16.6% |
| Admin fee / account holder | $26,435 | $7,736+241.7% | $7,244+264.9% | $14,365+84.0% |