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 | $340,228 | $211,288+61.0% | $178,540+90.6% | $145,884+133.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.41% | 30.27%-21.9pp | 27.15%-18.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $21,257 | $4,574+364.8% | $3,953+437.7% | $4,662+355.9% |
| Participant deferral / active EE | $18,639 | $6,967+167.6% | $6,281+196.8% | $6,690+178.6% |
| Admin fee / account holder | $3,333 | $12,105-72.5% | $10,424-68.0% | $13,392-75.1% |