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 | $260,165 | $118,708+119.2% | $98,920+163.0% | $158,982+63.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.53% | 372.49%-353.0pp | 196.47%-176.9pp | 302.99%-283.5pp |
| Employer contribution / active EE | $8,018 | $3,334+140.5% | $2,689+198.1% | $4,763+68.3% |
| Participant deferral / active EE | $10,667 | $5,089+109.6% | $4,245+151.3% | $5,983+78.3% |
| Admin fee / account holder | $24,915 | $10,134+145.9% | $6,643+275.1% | $11,252+121.4% |