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 | $261,998 | $148,629+76.3% | $135,982+92.7% | $139,487+87.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 79.33%-65.6pp | 68.32%-54.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $26,762 | $5,247+410.1% | $4,859+450.8% | $4,755+462.9% |
| Participant deferral / active EE | $6,400 | $8,102-21.0% | $7,760-17.5% | $6,713-4.7% |
| Admin fee / account holder | $5,403 | $12,406-56.5% | $10,767-49.8% | $11,407-52.6% |