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 | $286,612 | $160,028+79.1% | $147,080+94.9% | $145,884+96.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.03% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $17,059 | $5,286+222.7% | $4,933+245.8% | $4,662+265.9% |
| Participant deferral / active EE | $8,500 | $8,422+0.9% | $8,066+5.4% | $6,690+27.1% |
| Admin fee / account holder | $11,357 | $15,030-24.4% | $12,989-12.6% | $13,392-15.2% |