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 | $342,973 | $175,257+95.7% | $149,717+129.1% | $139,456+145.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 166.70%-151.2pp | 134.41%-118.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $21,572 | $5,477+293.9% | $4,820+347.6% | $4,753+353.9% |
| Participant deferral / active EE | $16,850 | $6,521+158.4% | $5,682+196.6% | $6,711+151.1% |
| Admin fee / account holder | $1,070 | $16,156-93.4% | $13,213-91.9% | $11,407-90.6% |