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 | $270,159 | $102,595+163.3% | $94,057+187.2% | $154,746+74.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.33% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $10,086 | $3,147+220.5% | $2,933+243.9% | $4,379+130.3% |
| Participant deferral / active EE | $6,377 | $5,118+24.6% | $4,709+35.4% | $6,730-5.3% |
| Admin fee / account holder | $112,641 | $7,736+1356.1% | $7,244+1454.9% | $14,365+684.1% |