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 | $318,814 | $105,198+203.1% | $159,455+99.9% | $85,856+271.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.84% | 45.08%-28.2pp | 263.63%-246.8pp | 318.58%-301.7pp |
| Employer contribution / active EE | $11,064 | $3,319+233.4% | $4,830+129.1% | $2,565+331.3% |
| Participant deferral / active EE | $11,551 | $5,946+94.3% | $7,353+57.1% | $3,952+192.3% |
| Admin fee / account holder | $7,117 | $6,934+2.6% | $10,800-34.1% | $6,261+13.7% |