Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $322,324 | $134,817+139.1% | $123,973+160.0% | $155,188+107.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 22.11% | 515.49%-493.4pp | 388.13%-366.0pp | 148.84%-126.7pp |
| Employer contribution / active EE | $39,075 | $4,425+783.0% | $4,126+847.1% | $4,248+819.9% |
| Participant deferral / active EE | $10,333 | $5,706+81.1% | $5,247+96.9% | $6,531+58.2% |
| Admin fee / account holder | $1,032 | $13,245-92.2% | $11,799-91.3% | $14,480-92.9% |