Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $335,286 | $160,040+109.5% | $147,096+127.9% | $145,877+129.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $7,504 | $5,289+41.9% | $4,936+52.0% | $4,663+60.9% |
| Participant deferral / active EE | $59,771 | $8,429+609.1% | $8,071+640.6% | $6,691+793.4% |
| Admin fee / account holder | $27,583 | $15,050+83.3% | $13,005+112.1% | $13,402+105.8% |