Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $338,657 | $210,698+60.7% | $178,014+90.2% | $145,959+132.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.42% | 386.27%-375.9pp | 294.80%-284.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $8,670 | $4,567+89.8% | $3,950+119.5% | $4,661+86.0% |
| Participant deferral / active EE | $26,750 | $6,958+284.4% | $6,276+326.2% | $6,689+299.9% |
| Admin fee / account holder | $12,522 | $12,016+4.2% | $10,362+20.9% | $13,398-6.5% |