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 | $378,022 | $172,111+119.6% | $150,298+151.5% | $137,256+175.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.40% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $11,138 | $4,636+140.2% | $4,154+168.1% | $4,156+168.0% |
| Participant deferral / active EE | $16,969 | $6,166+175.2% | $5,453+211.2% | $6,407+164.9% |
| Admin fee / account holder | $336,073 | $16,471+1940.4% | $14,116+2280.8% | $12,270+2638.9% |