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 | $328,742 | $176,120+86.7% | $159,487+106.1% | $167,553+96.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.65% | 331.95%-321.3pp | 263.71%-253.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $1,479 | $5,299-72.1% | $4,831-69.4% | $4,840-69.4% |
| Participant deferral / active EE | $6,336 | $7,752-18.3% | $7,354-13.8% | $6,343-0.1% |
| Admin fee / account holder | $1,561 | $12,561-87.6% | $10,804-85.6% | $12,316-87.3% |