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 | $317,272 | $110,093+188.2% | $97,295+226.1% | $145,897+117.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.52% | 244.76%-230.2pp | 75.62%-61.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $29,385 | $3,077+854.9% | $2,723+979.2% | $4,663+530.2% |
| Participant deferral / active EE | $12,876 | $4,678+175.3% | $4,264+202.0% | $6,689+92.5% |
| Admin fee / account holder | $626 | $6,212-89.9% | $5,646-88.9% | $13,390-95.3% |