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 | $301,643 | $88,778+239.8% | $81,844+268.6% | $145,884+106.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.10% | 1033.03%-1013.9pp | 778.87%-759.8pp | 551.85%-532.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,270 | $4,648+228.5% | $4,323+253.2% | $6,690+128.3% |
| Admin fee / account holder | $21,215 | $8,430+151.7% | $7,355+188.4% | $13,392+58.4% |