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 | $379,027 | $183,592+106.5% | $155,567+143.6% | $145,959+159.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.18% | 61.24%-41.1pp | 64.74%-44.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $20,183 | $5,315+279.8% | $4,674+331.8% | $4,661+333.0% |
| Participant deferral / active EE | $18,800 | $6,464+190.8% | $5,628+234.1% | $6,689+181.1% |
| Admin fee / account holder | $58,856 | $19,318+204.7% | $15,916+269.8% | $13,398+339.3% |