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 | $278,027 | $185,883+49.6% | $170,043+63.5% | $139,466+99.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.97% | 60.54%-43.6pp | 53.40%-36.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $20,028 | $7,596+163.7% | $6,790+195.0% | $4,754+321.3% |
| Participant deferral / active EE | $21,000 | $11,626+80.6% | $10,410+101.7% | $6,712+212.9% |
| Admin fee / account holder | $2,625 | $15,393-82.9% | $12,824-79.5% | $11,409-77.0% |