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 | $400,188 | $160,070+150.0% | $147,117+172.0% | $145,897+174.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $7,979 | $5,285+51.0% | $4,932+61.8% | $4,663+71.1% |
| Participant deferral / active EE | $12,344 | $8,419+46.6% | $8,065+53.1% | $6,689+84.5% |
| Admin fee / account holder | $20,805 | $15,035+38.4% | $12,993+60.1% | $13,390+55.4% |