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 | $366,473 | $217,432+68.5% | $185,851+97.2% | $167,553+118.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.52% | 148.43%-133.9pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $7,691 | $5,874+30.9% | $5,168+48.8% | $4,840+58.9% |
| Participant deferral / active EE | $21,861 | $6,357+243.9% | $5,569+292.6% | $6,343+244.7% |
| Admin fee / account holder | $3,277 | $19,820-83.5% | $16,245-79.8% | $12,316-73.4% |