Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $373,089 | $166,131+124.6% | $164,975+126.1% | $145,877+155.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 15.97% | 100.37%-84.4pp | 70.12%-54.2pp | 551.28%-535.3pp |
| Employer contribution / active EE | $7,838 | $5,276+48.6% | $4,343+80.5% | $4,663+68.1% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $51,114 | $16,648+207.0% | $12,688+302.8% | $13,402+281.4% |