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 | $373,320 | $107,368+247.7% | $92,915+301.8% | $152,909+144.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.29% | 145.64%-120.4pp | 109.45%-84.2pp | 345.46%-320.2pp |
| Employer contribution / active EE | $15,249 | $4,222+261.1% | $3,653+317.4% | $4,764+220.1% |
| Participant deferral / active EE | $13,018 | $4,848+168.5% | $4,238+207.2% | $5,851+122.5% |
| Admin fee / account holder | $1,749 | $7,082-75.3% | $5,796-69.8% | $11,601-84.9% |