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 | $422,758 | $217,427+94.4% | $185,837+127.5% | $167,518+152.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.81% | 148.39%-135.6pp | 122.08%-109.3pp | 478.71%-465.9pp |
| Employer contribution / active EE | $22,554 | $5,874+283.9% | $5,168+336.4% | $4,838+366.1% |
| Participant deferral / active EE | $13,944 | $6,357+119.3% | $5,568+150.4% | $6,342+119.9% |
| Admin fee / account holder | $64,994 | $19,816+228.0% | $16,241+300.2% | $12,312+427.9% |