Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $259,053 | $160,059+61.8% | $140,019+85.0% | $135,380+91.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.31% | 911.48%-911.2pp | 651.17%-650.9pp | 519.81%-519.5pp |
| Employer contribution / active EE | $6,865 | $6,420+6.9% | $5,605+22.5% | $4,779+43.7% |
| Participant deferral / active EE | $12,156 | $7,641+59.1% | $6,927+75.5% | $5,609+116.7% |
| Admin fee / account holder | $254,253 | $13,328+1807.7% | $10,705+2275.0% | $10,828+2248.1% |