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 | $312,959 | $102,595+205.0% | $94,057+232.7% | $154,746+102.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 29.26% | 583.42%-554.2pp | 480.62%-451.4pp | 172.34%-143.1pp |
| Employer contribution / active EE | $12,513 | $3,147+297.6% | $2,933+326.6% | $4,379+185.8% |
| Participant deferral / active EE | $5,885 | $5,118+15.0% | $4,709+25.0% | $6,730-12.6% |
| Admin fee / account holder | $15,015 | $7,736+94.1% | $7,244+107.3% | $14,365+4.5% |