Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $390,073 | $177,353+119.9% | $158,226+146.5% | $198,609+96.4% |
| Participation rate | 75.0% | 77.0%-2.0pp | 74.8%+0.2pp | 82.4%-7.4pp |
| Annual return | 13.37% | 599.50%-586.1pp | 501.41%-488.0pp | 202.70%-189.3pp |
| Employer contribution / active EE | $40,000 | $3,239+1135.1% | $2,986+1239.8% | $5,055+691.2% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,862 | $10,960-46.5% | $10,217-42.6% | $19,030-69.2% |