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 | $335,492 | $201,372+66.6% | $184,260+82.1% | $145,884+130.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.61% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $15,570 | $7,024+121.7% | $6,427+142.2% | $4,662+233.9% |
| Participant deferral / active EE | $10,496 | $9,808+7.0% | $9,133+14.9% | $6,690+56.9% |
| Admin fee / account holder | $951 | $16,362-94.2% | $13,898-93.2% | $13,392-92.9% |