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 | $295,851 | $160,070+84.8% | $147,117+101.1% | $145,897+102.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $7,181 | $5,285+35.9% | $4,932+45.6% | $4,663+54.0% |
| Participant deferral / active EE | $8,985 | $8,419+6.7% | $8,065+11.4% | $6,689+34.3% |
| Admin fee / account holder | $2,652 | $15,035-82.4% | $12,993-79.6% | $13,390-80.2% |