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 | $349,555 | $160,028+118.4% | $147,080+137.7% | $145,884+139.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 98.60%-80.7pp | 420.17%-402.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $14,354 | $5,286+171.6% | $4,933+191.0% | $4,662+207.9% |
| Participant deferral / active EE | $9,020 | $8,422+7.1% | $8,066+11.8% | $6,690+34.8% |
| Admin fee / account holder | $37,678 | $15,030+150.7% | $12,989+190.1% | $13,392+181.3% |