Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $253,980 | $99,921+154.2% | $85,009+198.8% | $145,959+74.0% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 19.47% | 83.89%-64.4pp | 66.47%-47.0pp | 561.95%-542.5pp |
| Employer contribution / active EE | $12,890 | $3,233+298.7% | $2,728+372.5% | $4,661+176.6% |
| Participant deferral / active EE | $13,214 | $5,293+149.7% | $4,522+192.2% | $6,689+97.6% |
| Admin fee / account holder | $363 | $7,252-95.0% | $6,153-94.1% | $13,398-97.3% |