Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $251,348 | $148,629+69.1% | $135,982+84.8% | $139,487+80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.41% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $10,473 | $5,247+99.6% | $4,859+115.5% | $4,755+120.3% |
| Participant deferral / active EE | $8,750 | $8,102+8.0% | $7,760+12.8% | $6,713+30.4% |
| Admin fee / account holder | $3,078 | $12,406-75.2% | $10,767-71.4% | $11,407-73.0% |