Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $259,477 | $201,370+28.9% | $184,256+40.8% | $145,897+77.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 29.05%-12.3pp | 28.85%-12.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $25,053 | $7,024+256.7% | $6,427+289.8% | $4,663+437.3% |
| Participant deferral / active EE | $20,375 | $9,808+107.7% | $9,133+123.1% | $6,689+204.6% |
| Admin fee / account holder | $6,071 | $16,364-62.9% | $13,899-56.3% | $13,390-54.7% |