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 | $313,469 | $185,856+68.7% | $170,028+84.4% | $139,456+124.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.27% | 60.52%-41.3pp | 53.39%-34.1pp | 373.45%-354.2pp |
| Employer contribution / active EE | $45,321 | $7,593+496.9% | $6,788+567.7% | $4,753+853.6% |
| Participant deferral / active EE | $16,844 | $11,623+44.9% | $10,409+61.8% | $6,711+151.0% |
| Admin fee / account holder | $45,882 | $15,387+198.2% | $12,820+257.9% | $11,407+302.2% |