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 | $338,066 | $165,399+104.4% | $149,745+125.8% | $158,982+112.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.05% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $10,299 | $5,105+101.8% | $4,646+121.7% | $4,763+116.2% |
| Participant deferral / active EE | $12,196 | $7,183+69.8% | $6,843+78.2% | $5,983+103.8% |
| Admin fee / account holder | $1,189 | $10,811-89.0% | $9,312-87.2% | $11,252-89.4% |