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 | $344,708 | $106,923+222.4% | $84,023+310.3% | $152,909+125.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.33% | 105.02%-82.7pp | 71.32%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $8,374 | $2,735+206.2% | $1,984+322.1% | $4,764+75.8% |
| Participant deferral / active EE | $9,940 | $4,013+147.7% | $3,239+206.9% | $5,851+69.9% |
| Admin fee / account holder | $19,707 | $8,289+137.8% | $6,102+223.0% | $11,601+69.9% |