Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $342,398 | $211,239+62.1% | $178,528+91.8% | $145,877+134.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.88% | 30.22%-17.3pp | 27.11%-14.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $19,500 | $4,570+326.7% | $3,950+393.6% | $4,663+318.2% |
| Participant deferral / active EE | $15,625 | $6,963+124.4% | $6,278+148.9% | $6,691+133.5% |
| Admin fee / account holder | $3,197 | $12,095-73.6% | $10,419-69.3% | $13,402-76.1% |