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 | $288,541 | $169,356+70.4% | $129,406+123.0% | $145,897+97.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.02% | 14418.62%-14410.6pp | 9468.18%-9460.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $25,167 | $5,542+354.1% | $4,155+505.7% | $4,663+439.8% |
| Participant deferral / active EE | $11,900 | $4,987+138.6% | $4,167+185.6% | $6,689+77.9% |
| Admin fee / account holder | $2,177 | $9,915-78.0% | $7,689-71.7% | $13,390-83.7% |