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 | $258,017 | $183,988+40.2% | $162,177+59.1% | $152,897+68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.19% | 150.79%-127.6pp | 115.60%-92.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $32,783 | $6,370+414.7% | $5,613+484.1% | $4,764+588.2% |
| Participant deferral / active EE | $22,000 | $8,032+173.9% | $7,297+201.5% | $5,851+276.0% |
| Admin fee / account holder | $4,153 | $13,123-68.4% | $10,843-61.7% | $11,599-64.2% |