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 | $323,011 | $185,905+73.8% | $170,057+89.9% | $139,487+131.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.17% | 60.56%-39.4pp | 53.42%-32.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $20,703 | $7,597+172.5% | $6,790+204.9% | $4,755+335.4% |
| Participant deferral / active EE | $15,525 | $11,627+33.5% | $10,411+49.1% | $6,713+131.3% |
| Admin fee / account holder | $14,095 | $15,397-8.5% | $12,826+9.9% | $11,407+23.6% |