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 | $358,814 | $183,592+95.4% | $155,574+130.6% | $145,877+146.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.24% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $9,614 | $5,317+80.8% | $4,676+105.6% | $4,663+106.2% |
| Participant deferral / active EE | $15,768 | $6,466+143.9% | $5,629+180.1% | $6,691+135.7% |
| Admin fee / account holder | $15,582 | $19,316-19.3% | $15,914-2.1% | $13,402+16.3% |