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 | $426,752 | $86,891+391.1% | $142,516+199.4% | $75,173+467.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 17.65% | 23.31%-5.7pp | 19.99%-2.3pp | 160.72%-143.1pp |
| Employer contribution / active EE | $13,322 | $3,355+297.0% | $4,849+174.7% | $2,671+398.8% |
| Participant deferral / active EE | $12,048 | $4,938+144.0% | $6,280+91.9% | $4,126+192.0% |
| Admin fee / account holder | $5,739 | $7,299-21.4% | $10,008-42.7% | $5,651+1.6% |