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 | $318,899 | $176,688+80.5% | $130,660+144.1% | $152,897+108.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 14.20% | 2693.08%-2678.9pp | 1709.29%-1695.1pp | 345.43%-331.2pp |
| Employer contribution / active EE | $5,127 | $5,743-10.7% | $4,092+25.3% | $4,764+7.6% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,561 | $7,131-36.0% | $5,463-16.5% | $11,599-60.7% |