Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $351,202 | $160,040+119.4% | $147,096+138.8% | $145,877+140.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $20,367 | $5,289+285.1% | $4,936+312.6% | $4,663+336.8% |
| Participant deferral / active EE | $11,198 | $8,429+32.8% | $8,071+38.7% | $6,691+67.4% |
| Admin fee / account holder | $14,616 | $15,050-2.9% | $13,005+12.4% | $13,402+9.1% |