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 | $169,361+70.4% | $129,397+123.0% | $145,877+97.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.02% | 14395.54%-14387.5pp | 9453.98%-9446.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $25,167 | $5,542+354.1% | $4,154+505.8% | $4,663+439.7% |
| Participant deferral / active EE | $11,900 | $4,987+138.6% | $4,167+185.6% | $6,691+77.9% |
| Admin fee / account holder | $2,177 | $9,903-78.0% | $7,679-71.6% | $13,402-83.8% |