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 | $355,563 | $159,978+122.3% | $147,041+141.8% | $145,978+143.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.8pp |
| Employer contribution / active EE | $20,000 | $5,288+278.2% | $4,935+305.3% | $4,662+329.0% |
| Participant deferral / active EE | $24,329 | $8,429+188.6% | $8,071+201.4% | $6,690+263.7% |
| Admin fee / account holder | $2,190 | $15,053-85.5% | $13,006-83.2% | $13,400-83.7% |