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 | $377,738 | $217,432+73.7% | $185,851+103.2% | $167,553+125.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.86% | 148.43%-135.6pp | 122.11%-109.2pp | 478.89%-466.0pp |
| Employer contribution / active EE | $14,808 | $5,874+152.1% | $5,168+186.5% | $4,840+206.0% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,569+55.6% | $6,343+36.6% |
| Admin fee / account holder | $3,041 | $19,820-84.7% | $16,245-81.3% | $12,316-75.3% |