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 | $345,088 | $102,393+237.0% | $147,041+134.7% | $80,911+326.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.75% | 134.95%-110.2pp | 419.21%-394.5pp | 35.63%-10.9pp |
| Employer contribution / active EE | $12,744 | $3,715+243.0% | $4,935+158.2% | $2,756+362.4% |
| Participant deferral / active EE | $8,457 | $6,647+27.2% | $8,071+4.8% | $4,297+96.8% |
| Admin fee / account holder | $50,833 | $7,943+539.9% | $13,006+290.8% | $6,935+633.0% |