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 | $254,974 | $209,336+21.8% | $197,124+29.3% | $137,256+85.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.61% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $29,670 | $9,614+208.6% | $9,135+224.8% | $6,407+363.1% |
| Admin fee / account holder | $42,019 | $17,308+142.8% | $16,298+157.8% | $12,270+242.5% |