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 | $351,951 | $102,422+243.6% | $147,117+139.2% | $80,959+334.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $13,677 | $3,717+267.9% | $4,932+177.3% | $2,757+396.1% |
| Participant deferral / active EE | $7,908 | $6,652+18.9% | $8,065-1.9% | $4,300+83.9% |
| Admin fee / account holder | $20,281 | $7,953+155.0% | $12,993+56.1% | $6,925+192.9% |