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 | $283,035 | $144,130+96.4% | $117,860+140.1% | $147,585+91.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.46% | 531.20%-515.7pp | 335.10%-319.6pp | 578.58%-563.1pp |
| Employer contribution / active EE | $6,264 | $4,897+27.9% | $3,786+65.4% | $4,876+28.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,373 | $10,887-69.0% | $8,021-57.9% | $10,886-69.0% |