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 | $294,908 | $176,077+67.5% | $159,455+84.9% | $167,518+76.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.55% | 331.83%-316.3pp | 263.63%-248.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $22,902 | $5,298+332.3% | $4,830+374.1% | $4,838+373.3% |
| Participant deferral / active EE | $15,287 | $7,751+97.2% | $7,353+107.9% | $6,342+141.0% |
| Admin fee / account holder | $2,406 | $12,556-80.8% | $10,800-77.7% | $12,312-80.5% |