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 | $327,378 | $176,105+85.9% | $159,474+105.3% | $167,536+95.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.51% | 331.91%-313.4pp | 263.68%-245.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $1,463 | $5,299-72.4% | $4,831-69.7% | $4,839-69.8% |
| Participant deferral / active EE | $10,914 | $7,751+40.8% | $7,353+48.4% | $6,342+72.1% |
| Admin fee / account holder | $9,881 | $12,559-21.3% | $10,802-8.5% | $12,315-19.8% |