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 | $305,328 | $184,000+65.9% | $162,185+88.3% | $152,909+99.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.84% | 150.80%-129.0pp | 115.61%-93.8pp | 345.46%-323.6pp |
| Employer contribution / active EE | $27,788 | $6,370+336.2% | $5,613+395.0% | $4,764+483.3% |
| Participant deferral / active EE | $20,352 | $8,033+153.4% | $7,297+178.9% | $5,851+247.8% |
| Admin fee / account holder | $8,401 | $13,124-36.0% | $10,844-22.5% | $11,601-27.6% |