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 | $344,986 | $209,425+64.7% | $178,499+93.3% | $158,966+117.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.63% | 188.80%-179.2pp | 151.10%-141.5pp | 302.95%-293.3pp |
| Employer contribution / active EE | $10,861 | $5,707+90.3% | $5,011+116.7% | $4,762+128.1% |
| Participant deferral / active EE | $6,513 | $5,955+9.4% | $5,202+25.2% | $5,983+8.9% |
| Admin fee / account holder | $51,949 | $17,078+204.2% | $13,986+271.4% | $11,250+361.8% |