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 | $334,982 | $209,422+60.0% | $178,503+87.7% | $158,982+110.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.49% | 188.81%-171.3pp | 151.12%-133.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $9,536 | $5,707+67.1% | $5,011+90.3% | $4,763+100.2% |
| Participant deferral / active EE | $5,107 | $5,955-14.2% | $5,202-1.8% | $5,983-14.6% |
| Admin fee / account holder | $1,200 | $17,079-93.0% | $13,987-91.4% | $11,252-89.3% |