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 | $378,755 | $211,239+79.3% | $178,528+112.2% | $145,877+159.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.70% | 30.22%-21.5pp | 27.11%-18.4pp | 551.28%-542.6pp |
| Employer contribution / active EE | $21,340 | $4,570+366.9% | $3,950+440.2% | $4,663+357.6% |
| Participant deferral / active EE | $19,004 | $6,963+173.0% | $6,278+202.7% | $6,691+184.0% |
| Admin fee / account holder | $252,473 | $12,095+1987.5% | $10,419+2323.2% | $13,402+1783.8% |