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 | $320,155 | $162,136+97.5% | $152,301+110.2% | $154,746+106.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.65% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $13,779 | $4,890+181.8% | $4,624+198.0% | $4,379+214.6% |
| Participant deferral / active EE | $9,950 | $8,341+19.3% | $8,004+24.3% | $6,730+47.8% |
| Admin fee / account holder | $1,060 | $15,759-93.3% | $14,398-92.6% | $14,365-92.6% |