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 | $253,931 | $102,429+147.9% | $147,096+72.6% | $80,925+213.8% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 22.66% | 135.02%-112.4pp | 419.75%-397.1pp | 35.65%-13.0pp |
| Employer contribution / active EE | $5,585 | $3,716+50.3% | $4,936+13.2% | $2,756+102.6% |
| Participant deferral / active EE | $23,418 | $6,649+252.2% | $8,071+190.1% | $4,299+444.8% |
| Admin fee / account holder | $42,602 | $7,957+435.4% | $13,005+227.6% | $6,940+513.9% |