Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $342,505 | $201,259+70.2% | $184,200+85.9% | $145,959+134.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.14% | 28.98%-10.8pp | 28.80%-10.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $46,000 | $7,018+555.5% | $6,424+616.1% | $4,661+887.0% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,132+192.9% | $6,689+299.9% |
| Admin fee / account holder | $7,565 | $16,372-53.8% | $13,907-45.6% | $13,398-43.5% |