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 | $329,568 | $165,399+99.3% | $149,745+120.1% | $158,982+107.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.42% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $19,331 | $5,105+278.7% | $4,646+316.1% | $4,763+305.9% |
| Participant deferral / active EE | $12,872 | $7,183+79.2% | $6,843+88.1% | $5,983+115.1% |
| Admin fee / account holder | $9,875 | $10,811-8.7% | $9,312+6.1% | $11,252-12.2% |