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 | $373,216 | $209,428+78.2% | $178,498+109.1% | $158,950+134.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.04% | 188.78%-169.7pp | 151.09%-132.1pp | 302.91%-283.9pp |
| Employer contribution / active EE | $10,292 | $5,707+80.3% | $5,011+105.4% | $4,762+116.1% |
| Participant deferral / active EE | $7,147 | $5,955+20.0% | $5,202+37.4% | $5,983+19.5% |
| Admin fee / account holder | $16,114 | $17,077-5.6% | $13,985+15.2% | $11,248+43.3% |