Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $342,013 | $209,874+63.0% | $189,537+80.4% | $167,536+104.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.79% | 748.61%-722.8pp | 555.34%-529.5pp | 478.82%-453.0pp |
| Employer contribution / active EE | $11,542 | $6,913+67.0% | $6,161+87.3% | $4,839+138.5% |
| Participant deferral / active EE | $6,500 | $8,934-27.2% | $8,220-20.9% | $6,342+2.5% |
| Admin fee / account holder | $269,419 | $14,299+1784.2% | $12,048+2136.2% | $12,315+2087.8% |