Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $250,718 | $183,516+36.6% | $155,534+61.2% | $145,884+71.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.80% | 61.43%-20.6pp | 64.92%-24.1pp | 551.85%-511.1pp |
| Employer contribution / active EE | $16,009 | $5,315+201.2% | $4,675+242.5% | $4,662+243.4% |
| Participant deferral / active EE | $25,583 | $6,467+295.6% | $5,630+354.4% | $6,690+282.4% |
| Admin fee / account holder | $6,468 | $19,293-66.5% | $15,900-59.3% | $13,392-51.7% |