Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $337,684 | $77,814+334.0% | $158,223+113.4% | $86,983+288.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 17.81% | 30.54%-12.7pp | 52.09%-34.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $10,704 | $2,592+312.9% | $4,109+160.5% | $2,584+314.2% |
| Participant deferral / active EE | $22,832 | $3,270+598.3% | $5,467+317.6% | $4,194+444.4% |
| Admin fee / account holder | $10,920 | $5,879+85.7% | $16,047-31.9% | $7,856+39.0% |