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 | $304,308 | $209,405+45.3% | $178,486+70.5% | $158,931+91.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.49% | 188.77%-176.3pp | 151.08%-138.6pp | 302.86%-290.4pp |
| Employer contribution / active EE | $12,140 | $5,707+112.7% | $5,011+142.3% | $4,761+155.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,189 | $17,076-93.0% | $13,985-91.5% | $11,247-89.4% |