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 | $493,180 | $100,911+388.7% | $90,440+445.3% | $158,966+210.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.02% | 1726.62%-1713.6pp | 1294.38%-1281.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $17,465 | $3,690+373.3% | $3,263+435.3% | $4,762+266.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,256 | $6,507+42.2% | $5,615+64.8% | $11,250-17.7% |