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 | $308,982 | $183,539+68.3% | $155,556+98.6% | $145,897+111.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.50% | 61.31%-41.8pp | 64.84%-45.3pp | 552.29%-532.8pp |
| Employer contribution / active EE | $2,235 | $5,315-57.9% | $4,675-52.2% | $4,663-52.1% |
| Participant deferral / active EE | $4,148 | $6,467-35.9% | $5,631-26.3% | $6,689-38.0% |
| Admin fee / account holder | $3,304 | $19,275-82.9% | $15,885-79.2% | $13,390-75.3% |