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 | $340,483 | $102,422+232.4% | $147,117+131.4% | $80,959+320.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 29.69% | 135.16%-105.5pp | 420.54%-390.9pp | 35.67%-6.0pp |
| Employer contribution / active EE | $7,537 | $3,717+102.7% | $4,932+52.8% | $2,757+173.3% |
| Participant deferral / active EE | $7,562 | $6,652+13.7% | $8,065-6.2% | $4,300+75.9% |
| Admin fee / account holder | $19,195 | $7,953+141.3% | $12,993+47.7% | $6,925+177.2% |