Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $286,434 | $108,897+163.0% | $100,378+185.4% | $145,877+96.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.64% | 58.17%-36.5pp | 49.41%-27.8pp | 551.28%-529.6pp |
| Employer contribution / active EE | $10,877 | $4,420+146.1% | $3,942+175.9% | $4,663+133.3% |
| Participant deferral / active EE | $16,772 | $8,455+98.4% | $8,087+107.4% | $6,691+150.7% |
| Admin fee / account holder | $879 | $9,690-90.9% | $7,899-88.9% | $13,402-93.4% |