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 | $310,740 | $110,801+180.4% | $86,615+258.8% | $167,536+85.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.59% | 116.96%-99.4pp | 63.51%-45.9pp | 478.82%-461.2pp |
| Employer contribution / active EE | $7,429 | $3,245+129.0% | $2,496+197.7% | $4,839+53.5% |
| Participant deferral / active EE | $11,038 | $4,547+142.8% | $3,699+198.4% | $6,342+74.0% |
| Admin fee / account holder | $30,064 | $8,417+257.2% | $5,830+415.7% | $12,315+144.1% |