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 | $344,840 | $176,077+95.8% | $159,455+116.3% | $167,518+105.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.48% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.2pp |
| Employer contribution / active EE | $8,947 | $5,298+68.9% | $4,830+85.2% | $4,838+84.9% |
| Participant deferral / active EE | $8,025 | $7,751+3.5% | $7,353+9.1% | $6,342+26.5% |
| Admin fee / account holder | $733 | $12,556-94.2% | $10,800-93.2% | $12,312-94.0% |