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 | $340,798 | $183,539+85.7% | $155,556+119.1% | $145,897+133.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $5,497 | $5,315+3.4% | $4,675+17.6% | $4,663+17.9% |
| Participant deferral / active EE | $5,556 | $6,467-14.1% | $5,631-1.3% | $6,689-16.9% |
| Admin fee / account holder | $2,524 | $19,275-86.9% | $15,885-84.1% | $13,390-81.2% |