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 | $336,933 | $183,988+83.1% | $162,177+107.8% | $152,897+120.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.73% | 150.79%-132.1pp | 115.60%-96.9pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $22,815 | $8,032+184.0% | $7,297+212.7% | $5,851+289.9% |
| Admin fee / account holder | $2,152 | $13,123-83.6% | $10,843-80.2% | $11,599-81.4% |