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 | $304,327 | $183,539+65.8% | $155,556+95.6% | $145,897+108.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.88% | 61.31%-44.4pp | 64.84%-48.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $5,599 | $5,315+5.3% | $4,675+19.7% | $4,663+20.1% |
| Participant deferral / active EE | $4,705 | $6,467-27.2% | $5,631-16.4% | $6,689-29.7% |
| Admin fee / account holder | $3,967 | $19,275-79.4% | $15,885-75.0% | $13,390-70.4% |