Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $298,084 | $201,344+48.0% | $184,243+61.8% | $145,877+104.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.01%-15.9pp | 28.82%-15.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $24,562 | $7,022+249.8% | $6,427+282.2% | $4,663+426.7% |
| Participant deferral / active EE | $15,639 | $9,807+59.5% | $9,132+71.3% | $6,691+133.8% |
| Admin fee / account holder | $29,696 | $16,382+81.3% | $13,914+113.4% | $13,402+121.6% |