Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $274,686 | $56,197+388.8% | $67,652+306.0% | $59,633+360.6% |
| Participation rate | 96.7% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | 0.62% | 18508.10%-18507.5pp | 6625.40%-6624.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $12,264 | $1,615+659.5% | $2,266+441.3% | $2,203+456.8% |
| Participant deferral / active EE | $4,852 | $2,844+70.6% | $3,560+36.3% | $3,192+52.0% |
| Admin fee / account holder | $5,204 | $3,958+31.5% | $4,821+8.0% | $4,297+21.1% |