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 | $384,636 | $201,370+91.0% | $184,256+108.8% | $145,897+163.6% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.4pp |
| Annual return | 20.59% | 29.05%-8.5pp | 28.85%-8.3pp | 552.29%-531.7pp |
| Employer contribution / active EE | $10,609 | $7,024+51.0% | $6,427+65.1% | $4,663+127.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,232 | $16,364-49.7% | $13,899-40.8% | $13,390-38.5% |