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 | $381,612 | $89,364+327.0% | $141,177+170.3% | $72,983+422.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.65% | 111.86%-91.2pp | 71.40%-50.7pp | 81.01%-60.4pp |
| Employer contribution / active EE | $12,118 | $3,115+289.1% | $4,736+155.9% | $2,440+396.7% |
| Participant deferral / active EE | $15,428 | $5,419+184.7% | $6,710+129.9% | $3,608+327.7% |
| Admin fee / account holder | $11,147 | $5,959+87.1% | $10,263+8.6% | $5,124+117.5% |