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 | $280,583 | $154,228+81.9% | $145,433+92.9% | $137,256+104.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $10,930 | $4,804+127.5% | $4,554+140.0% | $4,156+163.0% |
| Participant deferral / active EE | $19,776 | $8,216+140.7% | $7,897+150.4% | $6,407+208.7% |
| Admin fee / account holder | $20,450 | $14,344+42.6% | $13,129+55.8% | $12,270+66.7% |