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 | $269,730 | $162,136+66.4% | $152,301+77.1% | $154,746+74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.09% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $17,318 | $4,890+254.1% | $4,624+274.5% | $4,379+295.5% |
| Participant deferral / active EE | $15,036 | $8,341+80.3% | $8,004+87.9% | $6,730+123.4% |
| Admin fee / account holder | $2,439 | $15,759-84.5% | $14,398-83.1% | $14,365-83.0% |