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 | $283,614 | $167,522+69.3% | $151,639+87.0% | $134,532+110.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.95% | 7.81%-27.8pp | 3.34%-23.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $18,506 | $6,828+171.0% | $6,165+200.2% | $4,741+290.3% |
| Participant deferral / active EE | $15,833 | $8,986+76.2% | $8,363+89.3% | $6,401+147.4% |
| Admin fee / account holder | $17,767 | $13,780+28.9% | $11,613+53.0% | $11,429+55.5% |