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 | $340,903 | $175,259+94.5% | $149,723+127.7% | $139,487+144.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.94% | 166.82%-150.9pp | 134.50%-118.6pp | 373.84%-357.9pp |
| Employer contribution / active EE | $24,456 | $5,478+346.4% | $4,821+407.2% | $4,755+414.4% |
| Participant deferral / active EE | $7,633 | $6,522+17.0% | $5,682+34.3% | $6,713+13.7% |
| Admin fee / account holder | $1,415 | $16,158-91.2% | $13,215-89.3% | $11,407-87.6% |