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 | $326,037 | $175,231+86.1% | $149,696+117.8% | $139,466+133.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.09% | 166.77%-155.7pp | 134.46%-123.4pp | 373.66%-362.6pp |
| Employer contribution / active EE | $9,411 | $5,478+71.8% | $4,821+95.2% | $4,754+98.0% |
| Participant deferral / active EE | $15,295 | $6,521+134.5% | $5,682+169.2% | $6,712+127.9% |
| Admin fee / account holder | $2,167 | $16,155-86.6% | $13,212-83.6% | $11,409-81.0% |