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 | $300,358 | $137,414+118.6% | $189,545+58.5% | $85,851+249.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.89% | 38.14%-21.3pp | 555.36%-538.5pp | 318.63%-301.7pp |
| Employer contribution / active EE | $9,212 | $4,344+112.0% | $6,162+49.5% | $2,565+259.1% |
| Participant deferral / active EE | $15,068 | $6,260+140.7% | $8,220+83.3% | $3,952+281.3% |
| Admin fee / account holder | $11,011 | $8,630+27.6% | $12,049-8.6% | $6,261+75.9% |