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 | $372,830 | $211,239+76.5% | $178,528+108.8% | $145,877+155.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.26% | 30.22%-14.0pp | 27.11%-10.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $3,570 | $4,570-21.9% | $3,950-9.6% | $4,663-23.4% |
| Participant deferral / active EE | $23,664 | $6,963+239.9% | $6,278+276.9% | $6,691+253.7% |
| Admin fee / account holder | $2,335 | $12,095-80.7% | $10,419-77.6% | $13,402-82.6% |