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 | $365,345 | $109,872+232.5% | $98,483+271.0% | $167,536+118.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.03% | 1959.31%-1944.3pp | 1494.38%-1479.3pp | 478.82%-463.8pp |
| Employer contribution / active EE | $7,458 | $3,225+131.2% | $2,961+151.9% | $4,839+54.1% |
| Participant deferral / active EE | $15,004 | $4,673+221.1% | $4,276+250.8% | $6,342+136.6% |
| Admin fee / account holder | $20,362 | $6,757+201.3% | $5,953+242.1% | $12,315+65.4% |