Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $255,687 | $88,815+187.9% | $81,882+212.3% | $145,897+75.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.02% | 1033.75%-1019.7pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,943 | $3,086-37.1% | $2,916-33.4% | $4,663-58.3% |
| Participant deferral / active EE | $15,250 | $4,647+228.1% | $4,323+252.8% | $6,689+128.0% |
| Admin fee / account holder | $1,155 | $8,434-86.3% | $7,360-84.3% | $13,390-91.4% |