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 | $333,749 | $107,368+210.8% | $92,915+259.2% | $152,909+118.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.66% | 145.64%-123.0pp | 109.45%-86.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $4,603 | $4,222+9.0% | $3,653+26.0% | $4,764-3.4% |
| Participant deferral / active EE | $7,926 | $4,848+63.5% | $4,238+87.0% | $5,851+35.5% |
| Admin fee / account holder | $627 | $7,082-91.1% | $5,796-89.2% | $11,601-94.6% |