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 | $317,878 | $148,629+113.9% | $135,982+133.8% | $139,487+127.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.07% | 79.33%-66.3pp | 68.32%-55.3pp | 373.84%-360.8pp |
| Employer contribution / active EE | $9,633 | $5,247+83.6% | $4,859+98.3% | $4,755+102.6% |
| Participant deferral / active EE | $15,049 | $8,102+85.7% | $7,760+93.9% | $6,713+124.2% |
| Admin fee / account holder | $7,391 | $12,406-40.4% | $10,767-31.4% | $11,407-35.2% |