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 | $319,805 | $171,492+86.5% | $150,734+112.2% | $198,609+61.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.33% | 804.70%-794.4pp | 600.81%-590.5pp | 202.70%-192.4pp |
| Employer contribution / active EE | $26,012 | $5,470+375.5% | $4,918+428.9% | $5,055+414.5% |
| Participant deferral / active EE | $17,067 | $6,259+172.7% | $5,610+204.2% | $6,977+144.6% |
| Admin fee / account holder | $4,136 | $17,628-76.5% | $14,905-72.3% | $19,030-78.3% |