Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $381,146 | $185,312+105.7% | $161,489+136.0% | $154,746+146.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.31% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $47,188 | $4,769+889.4% | $4,268+1005.6% | $4,379+977.6% |
| Participant deferral / active EE | $23,500 | $6,350+270.1% | $5,630+317.4% | $6,730+249.2% |
| Admin fee / account holder | $12,516 | $18,654-32.9% | $16,006-21.8% | $14,365-12.9% |