Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $375,639 | $196,972+90.7% | $182,262+106.1% | $198,609+89.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.40% | 158.27%-134.9pp | 140.60%-117.2pp | 202.70%-179.3pp |
| Employer contribution / active EE | $25,634 | $5,364+377.9% | $5,046+408.0% | $5,055+407.1% |
| Participant deferral / active EE | $18,731 | $8,643+116.7% | $8,276+126.3% | $6,977+168.5% |
| Admin fee / account holder | $340 | $18,429-98.2% | $16,712-98.0% | $19,030-98.2% |