Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $344,600 | $90,397+281.2% | $76,002+353.4% | $145,959+136.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.01% | 621.97%-612.0pp | 360.07%-350.1pp | 561.95%-551.9pp |
| Employer contribution / active EE | $37,466 | $3,317+1029.4% | $2,688+1293.7% | $4,661+703.9% |
| Participant deferral / active EE | $30,500 | $5,163+490.7% | $4,257+616.5% | $6,689+356.0% |
| Admin fee / account holder | $21,544 | $8,369+157.4% | $6,414+235.9% | $13,398+60.8% |