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 | $362,530 | $160,040+126.5% | $147,096+146.5% | $145,877+148.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $4,414 | $5,289-16.5% | $4,936-10.6% | $4,663-5.3% |
| Participant deferral / active EE | $14,314 | $8,429+69.8% | $8,071+77.4% | $6,691+113.9% |
| Admin fee / account holder | $2,034 | $15,050-86.5% | $13,005-84.4% | $13,402-84.8% |