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 | $364,003 | $105,200+246.0% | $159,474+128.3% | $85,847+324.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.97% | 45.08%-32.1pp | 263.68%-250.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $30,837 | $3,319+829.2% | $4,831+538.3% | $2,565+1102.0% |
| Participant deferral / active EE | $5,906 | $5,946-0.7% | $7,353-19.7% | $3,952+49.4% |
| Admin fee / account holder | $12,627 | $6,934+82.1% | $10,802+16.9% | $6,261+101.7% |