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 | $270,159 | $72,071+274.8% | $68,368+295.2% | $137,256+96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.33% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $10,086 | $2,788+261.8% | $2,649+280.8% | $4,156+142.7% |
| Participant deferral / active EE | $6,377 | $4,410+44.6% | $4,123+54.7% | $6,407-0.5% |
| Admin fee / account holder | $112,641 | $5,336+2011.1% | $5,150+2087.3% | $12,270+818.0% |