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 | $306,373 | $105,200+191.2% | $159,474+92.1% | $85,847+256.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.98% | 45.08%-30.1pp | 263.68%-248.7pp | 318.61%-303.6pp |
| Employer contribution / active EE | $3,635 | $3,319+9.5% | $4,831-24.8% | $2,565+41.7% |
| Participant deferral / active EE | $8,629 | $5,946+45.1% | $7,353+17.3% | $3,952+118.3% |
| Admin fee / account holder | $8,150 | $6,934+17.5% | $10,802-24.6% | $6,261+30.2% |