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 | $351,699 | $160,028+119.8% | $147,080+139.1% | $145,884+141.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.35% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,085 | $5,286-22.7% | $4,933-17.2% | $4,662-12.4% |
| Participant deferral / active EE | $24,311 | $8,422+188.7% | $8,066+201.4% | $6,690+263.4% |
| Admin fee / account holder | $54,125 | $15,030+260.1% | $12,989+316.7% | $13,392+304.2% |