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 | $274,729 | $160,070+71.6% | $147,117+86.7% | $145,897+88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $11,374 | $5,285+115.2% | $4,932+130.6% | $4,663+143.9% |
| Participant deferral / active EE | $15,043 | $8,419+78.7% | $8,065+86.5% | $6,689+124.9% |
| Admin fee / account holder | $10,096 | $15,035-32.9% | $12,993-22.3% | $13,390-24.6% |