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 | $388,348 | $160,028+142.7% | $147,080+164.0% | $145,884+166.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.31% | 98.60%-65.3pp | 420.17%-386.9pp | 551.85%-518.5pp |
| Employer contribution / active EE | $10,250 | $5,286+93.9% | $4,933+107.8% | $4,662+119.9% |
| Participant deferral / active EE | $5,555 | $8,422-34.0% | $8,066-31.1% | $6,690-17.0% |
| Admin fee / account holder | $3,296 | $15,030-78.1% | $12,989-74.6% | $13,392-75.4% |