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 | $289,795 | $102,429+182.9% | $147,096+97.0% | $80,925+258.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.26% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $8,501 | $3,716+128.8% | $4,936+72.2% | $2,756+208.4% |
| Participant deferral / active EE | $5,110 | $6,649-23.1% | $8,071-36.7% | $4,299+18.9% |
| Admin fee / account holder | $41,214 | $7,957+418.0% | $13,005+216.9% | $6,940+493.9% |