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 | $372,490 | $185,312+101.0% | $161,489+130.7% | $154,746+140.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.11% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $10,909 | $4,769+128.7% | $4,268+155.6% | $4,379+149.1% |
| Participant deferral / active EE | $8,327 | $6,350+31.1% | $5,630+47.9% | $6,730+23.7% |
| Admin fee / account holder | $10,451 | $18,654-44.0% | $16,006-34.7% | $14,365-27.2% |