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 | $262,438 | $102,595+155.8% | $94,057+179.0% | $154,746+69.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.55% | 583.42%-570.9pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $6,692 | $3,147+112.6% | $2,933+128.1% | $4,379+52.8% |
| Participant deferral / active EE | $8,925 | $5,118+74.4% | $4,709+89.5% | $6,730+32.6% |
| Admin fee / account holder | $122,097 | $7,736+1478.3% | $7,244+1585.4% | $14,365+749.9% |