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 | $363,615 | $167,533+117.0% | $151,645+139.8% | $134,545+170.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.10% | 7.81%-26.9pp | 3.34%-22.4pp | 418.37%-437.5pp |
| Employer contribution / active EE | $24,381 | $6,828+257.1% | $6,165+295.5% | $4,742+414.2% |
| Participant deferral / active EE | $22,229 | $8,985+147.4% | $8,363+165.8% | $6,401+247.3% |
| Admin fee / account holder | $49,116 | $13,781+256.4% | $11,614+322.9% | $11,431+329.7% |