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 | $486,340 | $114,119+326.2% | $107,187+353.7% | $138,895+250.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.98% | 273.21%-261.2pp | 204.55%-192.6pp | 145.39%-133.4pp |
| Employer contribution / active EE | $11,750 | $4,059+189.5% | $3,782+210.7% | $4,194+180.1% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,772 | $10,024-12.5% | $9,162-4.3% | $12,562-30.2% |