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 | $421,321 | $175,231+140.4% | $149,696+181.5% | $139,466+202.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.21% | 166.77%-143.6pp | 134.46%-111.3pp | 373.66%-350.5pp |
| Employer contribution / active EE | $11,001 | $5,478+100.8% | $4,821+128.2% | $4,754+131.4% |
| Participant deferral / active EE | $13,255 | $6,521+103.3% | $5,682+133.3% | $6,712+97.5% |
| Admin fee / account holder | $14,464 | $16,155-10.5% | $13,212+9.5% | $11,409+26.8% |