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 | $271,642 | $157,296+72.7% | $141,191+92.4% | $152,897+77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.71% | 64.34%-45.6pp | 71.41%-52.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $11,642 | $5,262+121.2% | $4,736+145.8% | $4,764+144.4% |
| Participant deferral / active EE | $14,654 | $7,111+106.1% | $6,710+118.4% | $5,851+150.4% |
| Admin fee / account holder | $12,233 | $12,125+0.9% | $10,264+19.2% | $11,599+5.5% |