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 | $295,563 | $166,242+77.8% | $165,071+79.1% | $145,884+102.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.47% | 100.44%-87.0pp | 70.17%-56.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,697 | $5,283-49.0% | $4,347-38.0% | $4,662-42.2% |
| Participant deferral / active EE | $8,186 | $6,964+17.5% | $6,035+35.6% | $6,690+22.4% |
| Admin fee / account holder | $13,333 | $16,658-20.0% | $12,695+5.0% | $13,392-0.4% |