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 | $300,261 | $148,582+102.1% | $135,942+120.9% | $139,456+115.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.68% | 79.26%-62.6pp | 68.28%-51.6pp | 373.45%-356.8pp |
| Employer contribution / active EE | $10,619 | $5,245+102.5% | $4,858+118.6% | $4,753+123.4% |
| Participant deferral / active EE | $9,462 | $8,101+16.8% | $7,759+21.9% | $6,711+41.0% |
| Admin fee / account holder | $3,359 | $12,402-72.9% | $10,764-68.8% | $11,407-70.6% |