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 | $351,600 | $183,539+91.6% | $155,556+126.0% | $145,897+141.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $10,102 | $5,315+90.0% | $4,675+116.1% | $4,663+116.7% |
| Participant deferral / active EE | $7,056 | $6,467+9.1% | $5,631+25.3% | $6,689+5.5% |
| Admin fee / account holder | $1,274 | $19,275-93.4% | $15,885-92.0% | $13,390-90.5% |