Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $331,807 | $184,000+80.3% | $162,185+104.6% | $152,909+117.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.37% | 150.80%-128.4pp | 115.61%-93.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $12,118 | $6,370+90.2% | $5,613+115.9% | $4,764+154.4% |
| Participant deferral / active EE | $8,163 | $8,033+1.6% | $7,297+11.9% | $5,851+39.5% |
| Admin fee / account holder | $1,585 | $13,124-87.9% | $10,844-85.4% | $11,601-86.3% |