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 | $339,329 | $96,691+250.9% | $86,656+291.6% | $139,487+143.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.53% | 106.87%-92.3pp | 593.09%-578.6pp | 373.84%-359.3pp |
| Employer contribution / active EE | $10,358 | $3,267+217.0% | $3,025+242.3% | $4,755+117.8% |
| Participant deferral / active EE | $6,162 | $4,838+27.4% | $4,439+38.8% | $6,713-8.2% |
| Admin fee / account holder | $1,449 | $6,414-77.4% | $5,619-74.2% | $11,407-87.3% |