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 | $278,867 | $63,346+340.2% | $92,240+202.3% | $70,126+297.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.51% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $15,421 | $2,471+524.0% | $3,680+319.1% | $2,343+558.3% |
| Participant deferral / active EE | $12,063 | $2,854+322.7% | $3,897+209.5% | $3,332+262.0% |
| Admin fee / account holder | $3,145 | $3,841-18.1% | $5,194-39.4% | $4,645-32.3% |