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 | $274,656 | $99,011+177.4% | $86,582+217.2% | $147,586+86.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.67% | 1312.75%-1301.1pp | 965.08%-953.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $10,592 | $3,132+238.2% | $2,839+273.0% | $4,876+117.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,061 | $5,709+23.7% | $4,904+44.0% | $10,886-35.1% |