Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $271,616 | $154,228+76.1% | $145,433+86.8% | $137,256+97.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.23% | 74.59%-57.4pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $13,756 | $4,804+186.3% | $4,554+202.0% | $4,156+231.0% |
| Participant deferral / active EE | $18,874 | $8,216+129.7% | $7,897+139.0% | $6,407+194.6% |
| Admin fee / account holder | $75,013 | $14,344+423.0% | $13,129+471.4% | $12,270+511.3% |