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 | $446,279 | $201,344+121.7% | $184,243+142.2% | $145,877+205.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.33% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $16,103 | $7,022+129.3% | $6,427+150.5% | $4,663+245.3% |
| Participant deferral / active EE | $18,975 | $9,807+93.5% | $9,132+107.8% | $6,691+183.6% |
| Admin fee / account holder | $555 | $16,382-96.6% | $13,914-96.0% | $13,402-95.9% |