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 | $267,038 | $137,414+94.3% | $189,537+40.9% | $85,847+211.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 28.63% | 38.14%-9.5pp | 555.34%-526.7pp | 318.61%-290.0pp |
| Employer contribution / active EE | $7,639 | $4,344+75.8% | $6,161+24.0% | $2,565+197.8% |
| Participant deferral / active EE | $11,783 | $6,260+88.2% | $8,220+43.3% | $3,952+198.1% |
| Admin fee / account holder | $9,968 | $8,630+15.5% | $12,048-17.3% | $6,261+59.2% |