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 | $430,045 | $176,077+144.2% | $159,455+169.7% | $167,518+156.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.83% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $4,775 | $5,298-9.9% | $4,830-1.2% | $4,838-1.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,722 | $12,556-62.4% | $10,800-56.3% | $12,312-61.7% |