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 | $310,700 | $176,120+76.4% | $159,487+94.8% | $167,553+85.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.21% | 331.95%-317.7pp | 263.71%-249.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $5,369 | $5,299+1.3% | $4,831+11.1% | $4,840+10.9% |
| Participant deferral / active EE | $6,685 | $7,752-13.8% | $7,354-9.1% | $6,343+5.4% |
| Admin fee / account holder | $7,353 | $12,561-41.5% | $10,804-31.9% | $12,316-40.3% |