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 | $416,732 | $217,432+91.7% | $185,851+124.2% | $167,553+148.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.29% | 148.43%-137.1pp | 122.11%-110.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $13,809 | $5,874+135.1% | $5,168+167.2% | $4,840+185.3% |
| Participant deferral / active EE | $10,150 | $6,357+59.7% | $5,569+82.3% | $6,343+60.0% |
| Admin fee / account holder | $3,184 | $19,820-83.9% | $16,245-80.4% | $12,316-74.1% |