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 | $287,051 | $129,737+121.3% | $119,126+141.0% | $154,746+85.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.31% | 379.08%-368.8pp | 282.11%-271.8pp | 172.34%-162.0pp |
| Employer contribution / active EE | $38,984 | $4,375+791.1% | $4,034+866.5% | $4,379+790.2% |
| Participant deferral / active EE | $14,213 | $5,842+143.3% | $5,318+167.3% | $6,730+111.2% |
| Admin fee / account holder | $24,754 | $11,961+107.0% | $10,693+131.5% | $14,365+72.3% |