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 | $356,619 | $137,414+159.5% | $189,520+88.2% | $85,856+315.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.14% | 38.14%-21.0pp | 555.25%-538.1pp | 318.58%-301.4pp |
| Employer contribution / active EE | $22,120 | $4,344+409.2% | $6,161+259.0% | $2,565+762.3% |
| Participant deferral / active EE | $15,247 | $6,260+143.6% | $8,220+85.5% | $3,952+285.8% |
| Admin fee / account holder | $1,001 | $8,630-88.4% | $12,046-91.7% | $6,261-84.0% |