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 | $324,626 | $157,276+106.4% | $141,177+129.9% | $152,885+112.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.20% | 64.33%-46.1pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $20,578 | $5,262+291.1% | $4,736+334.5% | $4,763+332.0% |
| Participant deferral / active EE | $17,568 | $7,110+147.1% | $6,710+161.8% | $5,851+200.3% |
| Admin fee / account holder | $37,132 | $12,123+206.3% | $10,263+261.8% | $11,598+220.2% |