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 | $385,522 | $185,312+108.0% | $161,489+138.7% | $154,746+149.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.77% | 103.84%-90.1pp | 89.72%-75.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $12,674 | $4,769+165.8% | $4,268+196.9% | $4,379+189.4% |
| Participant deferral / active EE | $12,475 | $6,350+96.5% | $5,630+121.6% | $6,730+85.4% |
| Admin fee / account holder | $42,361 | $18,654+127.1% | $16,006+164.7% | $14,365+194.9% |