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 | $435,909 | $209,422+108.1% | $178,503+144.2% | $158,982+174.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.68% | 188.81%-169.1pp | 151.12%-131.4pp | 302.99%-283.3pp |
| Employer contribution / active EE | $14,312 | $5,707+150.8% | $5,011+185.6% | $4,763+200.5% |
| Participant deferral / active EE | $9,355 | $5,955+57.1% | $5,202+79.8% | $5,983+56.4% |
| Admin fee / account holder | $3,935 | $17,079-77.0% | $13,987-71.9% | $11,252-65.0% |