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 | $319,830 | $154,159+107.5% | $130,026+146.0% | $139,456+129.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.88% | 32.50%-11.6pp | -137.26%+158.1pp | 373.45%-352.6pp |
| Employer contribution / active EE | $5,293 | $5,2920% | $4,321+22.5% | $4,753+11.4% |
| Participant deferral / active EE | $14,238 | $6,710+112.2% | $5,821+144.6% | $6,711+112.1% |
| Admin fee / account holder | $2,321 | $14,001-83.4% | $10,608-78.1% | $11,407-79.7% |