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 | $269,381 | $175,231+53.7% | $149,696+80.0% | $139,466+93.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.58% | 166.77%-155.2pp | 134.46%-122.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $16,101 | $5,478+193.9% | $4,821+234.0% | $4,754+238.7% |
| Participant deferral / active EE | $10,546 | $6,521+61.7% | $5,682+85.6% | $6,712+57.1% |
| Admin fee / account holder | $58,991 | $16,155+265.2% | $13,212+346.5% | $11,409+417.1% |