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 | $368,496 | $175,212+110.3% | $149,682+146.2% | $139,427+164.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 166.63%-155.5pp | 134.35%-123.2pp | 373.27%-362.1pp |
| Employer contribution / active EE | $2,581 | $5,475-52.9% | $4,818-46.4% | $4,752-45.7% |
| Participant deferral / active EE | $3,287 | $6,520-49.6% | $5,681-42.1% | $6,711-51.0% |
| Admin fee / account holder | $5,256 | $16,150-67.5% | $13,210-60.2% | $11,404-53.9% |