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 | $311,881 | $160,040+94.9% | $147,096+112.0% | $145,877+113.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $16,414 | $5,289+210.3% | $4,936+232.5% | $4,663+252.0% |
| Participant deferral / active EE | $14,493 | $8,429+71.9% | $8,071+79.6% | $6,691+116.6% |
| Admin fee / account holder | $2,904 | $15,050-80.7% | $13,005-77.7% | $13,402-78.3% |