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 | $470,448 | $175,259+168.4% | $149,723+214.2% | $139,487+237.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.19% | 166.82%-150.6pp | 134.50%-118.3pp | 373.84%-357.7pp |
| Employer contribution / active EE | $11,180 | $5,478+104.1% | $4,821+131.9% | $4,755+135.1% |
| Participant deferral / active EE | $7,903 | $6,522+21.2% | $5,682+39.1% | $6,713+17.7% |
| Admin fee / account holder | $3,709 | $16,158-77.0% | $13,215-71.9% | $11,407-67.5% |