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 | $344,011 | $176,105+95.3% | $159,474+115.7% | $167,536+105.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.40% | 331.91%-314.5pp | 263.68%-246.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $23,778 | $5,299+348.7% | $4,831+392.2% | $4,839+391.4% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $45,591 | $12,559+263.0% | $10,802+322.0% | $12,315+270.2% |