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 | $345,807 | $183,539+88.4% | $155,556+122.3% | $145,897+137.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.27% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $19,253 | $5,315+262.2% | $4,675+311.8% | $4,663+312.9% |
| Participant deferral / active EE | $20,382 | $6,467+215.2% | $5,631+262.0% | $6,689+204.7% |
| Admin fee / account holder | $32,082 | $19,275+66.4% | $15,885+102.0% | $13,390+139.6% |