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 | $294,287 | $148,623+98.0% | $135,974+116.4% | $139,466+111.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.45% | 79.30%-57.8pp | 68.30%-46.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $2,315 | $5,246-55.9% | $4,859-52.4% | $4,754-51.3% |
| Participant deferral / active EE | $3,782 | $8,103-53.3% | $7,760-51.3% | $6,712-43.7% |
| Admin fee / account holder | $239,760 | $12,406+1832.7% | $10,767+2126.9% | $11,409+2001.6% |