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 | $304,138 | $198,457+53.3% | $170,435+78.4% | $147,586+106.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.68% | 257.30%-240.6pp | 205.94%-189.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $25,200 | $6,183+307.6% | $5,432+363.9% | $4,876+416.8% |
| Participant deferral / active EE | $8,070 | $5,629+43.4% | $4,939+63.4% | $5,439+48.4% |
| Admin fee / account holder | $33,238 | $16,852+97.2% | $13,881+139.5% | $10,886+205.3% |