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 | $389,287 | $159,934+143.4% | $147,005+164.8% | $145,959+166.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.76% | 98.24%-69.5pp | 418.76%-390.0pp | 561.95%-533.2pp |
| Employer contribution / active EE | $29,721 | $5,287+462.1% | $4,934+502.3% | $4,661+537.7% |
| Participant deferral / active EE | $17,389 | $8,427+106.3% | $8,070+115.5% | $6,689+160.0% |
| Admin fee / account holder | $105,395 | $15,053+600.1% | $13,006+710.3% | $13,398+686.7% |