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 | $338,172 | $165,399+104.5% | $149,745+125.8% | $158,982+112.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.68% | 348.34%-339.7pp | 276.72%-268.0pp | 302.99%-294.3pp |
| Employer contribution / active EE | $9,885 | $5,105+93.6% | $4,646+112.8% | $4,763+107.5% |
| Participant deferral / active EE | $9,573 | $7,183+33.3% | $6,843+39.9% | $5,983+60.0% |
| Admin fee / account holder | $1,893 | $10,811-82.5% | $9,312-79.7% | $11,252-83.2% |