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 | $357,390 | $160,070+123.3% | $147,117+142.9% | $145,897+145.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,266 | $5,285-57.1% | $4,932-54.1% | $4,663-51.4% |
| Participant deferral / active EE | $9,146 | $8,419+8.6% | $8,065+13.4% | $6,689+36.7% |
| Admin fee / account holder | $100,410 | $15,035+567.8% | $12,993+672.8% | $13,390+649.9% |