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 | $285,818 | $148,623+92.3% | $135,974+110.2% | $139,466+104.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.68% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-357.0pp |
| Employer contribution / active EE | $12,077 | $5,246+130.2% | $4,859+148.6% | $4,754+154.1% |
| Participant deferral / active EE | $15,804 | $8,103+95.0% | $7,760+103.7% | $6,712+135.5% |
| Admin fee / account holder | $1,564 | $12,406-87.4% | $10,767-85.5% | $11,409-86.3% |