Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $334,159 | $209,422+59.6% | $178,503+87.2% | $158,982+110.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.63% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $13,477 | $5,707+136.1% | $5,011+168.9% | $4,763+183.0% |
| Participant deferral / active EE | $7,462 | $5,955+25.3% | $5,202+43.4% | $5,983+24.7% |
| Admin fee / account holder | $1,946 | $17,079-88.6% | $13,987-86.1% | $11,252-82.7% |