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 | $303,144 | $176,120+72.1% | $159,487+90.1% | $167,553+80.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.54% | 331.95%-317.4pp | 263.71%-249.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $7,013 | $5,299+32.3% | $4,831+45.2% | $4,840+44.9% |
| Participant deferral / active EE | $24,484 | $7,752+215.9% | $7,354+233.0% | $6,343+286.0% |
| Admin fee / account holder | $4,060 | $12,561-67.7% | $10,804-62.4% | $12,316-67.0% |