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 | $250,545 | $91,086+175.1% | $203,872+22.9% | $86,983+188.0% |
| Participation rate | 97.1% | 65.8%+31.3pp | 77.8%+19.3pp | 69.5%+27.6pp |
| Annual return | 14.25% | 22.30%-8.0pp | 85.11%-70.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $8,710 | $2,063+322.1% | $3,757+131.8% | $2,584+237.0% |
| Participant deferral / active EE | $15,081 | $4,019+275.3% | $6,388+136.1% | $4,194+259.6% |
| Admin fee / account holder | $22,430 | $8,987+149.6% | $11,730+91.2% | $7,856+185.5% |