Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $395,159 | $178,174+121.8% | $156,181+153.0% | $137,256+187.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.29% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $21,000 | $4,972+322.4% | $4,294+389.1% | $4,156+405.3% |
| Participant deferral / active EE | $11,300 | $6,888+64.1% | $6,132+84.3% | $6,407+76.4% |
| Admin fee / account holder | $366 | $17,404-97.9% | $14,586-97.5% | $12,270-97.0% |