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 | $384,787 | $209,422+83.7% | $178,503+115.6% | $158,982+142.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.12% | 188.81%-156.7pp | 151.12%-119.0pp | 302.99%-270.9pp |
| Employer contribution / active EE | $19,084 | $5,707+234.4% | $5,011+280.8% | $4,763+300.7% |
| Participant deferral / active EE | $22,992 | $5,955+286.1% | $5,202+341.9% | $5,983+284.2% |
| Admin fee / account holder | $2,124 | $17,079-87.6% | $13,987-84.8% | $11,252-81.1% |