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 | $333,408 | $99,017+236.7% | $86,587+285.1% | $147,585+125.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.40% | 1312.37%-1299.0pp | 964.86%-951.5pp | 578.56%-565.2pp |
| Employer contribution / active EE | $15,574 | $3,132+397.3% | $2,839+448.5% | $4,876+219.4% |
| Participant deferral / active EE | $13,543 | $3,972+240.9% | $3,609+275.3% | $5,439+149.0% |
| Admin fee / account holder | $40,479 | $5,710+608.9% | $4,906+725.1% | $10,885+271.9% |