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 | $159,934+142.8% | $147,005+164.2% | $145,959+166.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.31% | 98.24%-64.9pp | 418.76%-385.5pp | 561.95%-528.6pp |
| Employer contribution / active EE | $10,250 | $5,287+93.9% | $4,934+107.7% | $4,661+119.9% |
| Participant deferral / active EE | $5,555 | $8,427-34.1% | $8,070-31.2% | $6,689-16.9% |
| Admin fee / account holder | $3,296 | $15,053-78.1% | $13,006-74.7% | $13,398-75.4% |