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 | $289,090 | $198,457+45.7% | $170,435+69.6% | $147,586+95.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.57% | 257.30%-241.7pp | 205.94%-190.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $6,457 | $6,183+4.4% | $5,432+18.9% | $4,876+32.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,959 | $16,852-88.4% | $13,881-85.9% | $10,886-82.0% |