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 | $370,370 | $183,627+101.7% | $155,602+138.0% | $145,978+153.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.63% | 61.32%-44.7pp | 64.81%-48.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $18,661 | $5,316+251.0% | $4,675+299.2% | $4,662+300.3% |
| Participant deferral / active EE | $19,095 | $6,466+195.3% | $5,629+239.2% | $6,690+185.4% |
| Admin fee / account holder | $8,372 | $19,327-56.7% | $15,923-47.4% | $13,400-37.5% |