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 | $301,756 | $160,070+88.5% | $147,117+105.1% | $145,897+106.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $21,274 | $5,285+302.6% | $4,932+331.3% | $4,663+356.3% |
| Participant deferral / active EE | $18,061 | $8,419+114.5% | $8,065+124.0% | $6,689+170.0% |
| Admin fee / account holder | $110,296 | $15,035+633.6% | $12,993+748.9% | $13,390+723.7% |