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 | $253,221 | $107,341+135.9% | $92,897+172.6% | $152,870+65.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.86% | 145.59%-124.7pp | 109.42%-88.6pp | 345.34%-324.5pp |
| Employer contribution / active EE | $14,655 | $4,221+247.2% | $3,653+301.2% | $4,763+207.7% |
| Participant deferral / active EE | $21,500 | $4,847+343.5% | $4,238+407.3% | $5,850+267.5% |
| Admin fee / account holder | $1,009 | $7,080-85.7% | $5,794-82.6% | $11,597-91.3% |