Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $260,121 | $97,125+167.8% | $86,233+201.6% | $137,256+89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 46.13% | 74.19%-28.1pp | 61.39%-15.3pp | 220.34%-174.2pp |
| Employer contribution / active EE | $30,991 | $2,841+990.7% | $2,504+1137.5% | $4,156+645.7% |
| Participant deferral / active EE | $16,534 | $5,180+219.2% | $4,559+262.7% | $6,407+158.1% |
| Admin fee / account holder | $8,287 | $9,725-14.8% | $8,342-0.7% | $12,270-32.5% |