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 | $269,519 | $176,120+53.0% | $159,487+69.0% | $167,553+60.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.93% | 331.95%-316.0pp | 263.71%-247.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $9,990 | $5,299+88.5% | $4,831+106.8% | $4,840+106.4% |
| Participant deferral / active EE | $9,415 | $7,752+21.5% | $7,354+28.0% | $6,343+48.4% |
| Admin fee / account holder | $39,112 | $12,561+211.4% | $10,804+262.0% | $12,316+217.6% |