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 | $262,809 | $89,370+194.1% | $141,197+86.1% | $72,976+260.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.65% | 111.88%-88.2pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $9,442 | $3,115+203.1% | $4,736+99.4% | $2,440+287.0% |
| Participant deferral / active EE | $10,033 | $5,419+85.2% | $6,710+49.5% | $3,608+178.1% |
| Admin fee / account holder | $48,806 | $5,957+719.3% | $10,265+375.5% | $5,124+852.5% |