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 | $260,694 | $129,737+100.9% | $119,126+118.8% | $154,746+68.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.94% | 379.08%-361.1pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $10,446 | $4,375+138.8% | $4,034+159.0% | $4,379+138.5% |
| Participant deferral / active EE | $20,925 | $5,842+258.2% | $5,318+293.5% | $6,730+210.9% |
| Admin fee / account holder | $1,575 | $11,961-86.8% | $10,693-85.3% | $14,365-89.0% |