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 | $379,944 | $198,461+91.4% | $170,436+122.9% | $147,585+157.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.26% | 257.30%-241.0pp | 205.94%-189.7pp | 578.57%-562.3pp |
| Employer contribution / active EE | $11,614 | $6,184+87.8% | $5,433+113.8% | $4,876+138.2% |
| Participant deferral / active EE | $8,113 | $5,629+44.1% | $4,939+64.2% | $5,439+49.2% |
| Admin fee / account holder | $21,588 | $16,852+28.1% | $13,880+55.5% | $10,885+98.3% |