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 | $266,260 | $157,304+69.3% | $141,197+88.6% | $152,909+74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.58% | 64.34%-47.8pp | 71.41%-54.8pp | 345.46%-328.9pp |
| Employer contribution / active EE | $22,119 | $5,263+320.3% | $4,736+367.0% | $4,764+364.3% |
| Participant deferral / active EE | $12,453 | $7,111+75.1% | $6,710+85.6% | $5,851+112.8% |
| Admin fee / account holder | $56,969 | $12,126+369.8% | $10,265+455.0% | $11,601+391.1% |