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 | $379,611 | $133,981+183.3% | $112,249+238.2% | $134,532+182.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.94% | 47.16%-49.1pp | 27.48%-29.4pp | 418.27%-420.2pp |
| Employer contribution / active EE | $13,223 | $4,040+227.3% | $3,636+263.7% | $4,741+178.9% |
| Participant deferral / active EE | $13,308 | $5,292+151.5% | $4,729+181.4% | $6,401+107.9% |
| Admin fee / account holder | $14,530 | $7,492+93.9% | $6,412+126.6% | $11,429+27.1% |