Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $252,107 | $166,268+51.6% | $165,100+52.7% | $145,897+72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.96% | 100.52%-75.6pp | 70.21%-45.3pp | 552.29%-527.3pp |
| Employer contribution / active EE | $10,211 | $5,284+93.2% | $4,348+134.8% | $4,663+119.0% |
| Participant deferral / active EE | $5,993 | $6,964-13.9% | $6,035-0.7% | $6,689-10.4% |
| Admin fee / account holder | $4,978 | $16,659-70.1% | $12,696-60.8% | $13,390-62.8% |