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 | $266,511 | $165,361+61.2% | $149,715+78.0% | $158,950+67.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.56% | 348.24%-337.7pp | 276.66%-266.1pp | 302.91%-292.4pp |
| Employer contribution / active EE | $11,250 | $5,103+120.4% | $4,645+142.2% | $4,762+136.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $47,998 | $10,808+344.1% | $9,310+415.6% | $11,248+326.7% |