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 | $301,205 | $107,368+180.5% | $92,915+224.2% | $152,909+97.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.63% | 145.64%-122.0pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $2,616 | $4,222-38.0% | $3,653-28.4% | $4,764-45.1% |
| Participant deferral / active EE | $9,049 | $4,848+86.7% | $4,238+113.5% | $5,851+54.6% |
| Admin fee / account holder | $7,651 | $7,082+8.0% | $5,796+32.0% | $11,601-34.0% |