Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $280,365 | $102,382+173.8% | $147,005+90.7% | $80,874+246.7% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 19.17% | 134.89%-115.7pp | 418.76%-399.6pp | 35.62%-16.4pp |
| Employer contribution / active EE | $22,958 | $3,715+518.0% | $4,934+365.3% | $2,756+733.1% |
| Participant deferral / active EE | $19,080 | $6,646+187.1% | $8,070+136.4% | $4,297+344.1% |
| Admin fee / account holder | $2,047 | $7,942-74.2% | $13,006-84.3% | $6,935-70.5% |