Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $338,233 | $198,457+70.4% | $170,435+98.5% | $147,586+129.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.39% | 257.30%-241.9pp | 205.94%-190.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $15,000 | $6,183+142.6% | $5,432+176.1% | $4,876+207.6% |
| Participant deferral / active EE | $15,000 | $5,629+166.5% | $4,939+203.7% | $5,439+175.8% |
| Admin fee / account holder | $4,388 | $16,852-74.0% | $13,881-68.4% | $10,886-59.7% |