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 | $414,231 | $183,978+125.2% | $162,171+155.4% | $152,885+170.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.63% | 150.78%-126.2pp | 115.60%-91.0pp | 345.39%-320.8pp |
| Employer contribution / active EE | $21,120 | $6,370+231.6% | $5,613+276.3% | $4,763+343.4% |
| Participant deferral / active EE | $13,864 | $8,033+72.6% | $7,297+90.0% | $5,851+137.0% |
| Admin fee / account holder | $45,860 | $13,122+249.5% | $10,843+323.0% | $11,598+295.4% |