Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $257,710 | $108,942+136.6% | $100,415+156.6% | $145,897+76.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.27% | 58.27%-47.0pp | 49.47%-38.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $31,536 | $4,422+613.2% | $3,943+699.8% | $4,663+576.4% |
| Participant deferral / active EE | $20,698 | $8,461+144.6% | $8,091+155.8% | $6,689+209.4% |
| Admin fee / account holder | $3,576 | $9,702-63.1% | $7,906-54.8% | $13,390-73.3% |