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 | $361,466 | $121,677+197.1% | $104,625+245.5% | $158,966+127.4% |
| Participation rate | 79.2% | 77.5%+1.6pp | 74.1%+5.1pp | 82.0%-2.8pp |
| Annual return | 25.41% | 465.58%-440.2pp | 340.60%-315.2pp | 302.95%-277.5pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,229 | $4,175+1.3% | $3,738+13.1% | $5,983-29.3% |
| Admin fee / account holder | $24,519 | $7,777+215.3% | $6,465+279.3% | $11,250+117.9% |