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 | $297,221 | $183,978+61.6% | $162,171+83.3% | $152,885+94.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.57% | 150.78%-122.2pp | 115.60%-87.0pp | 345.39%-316.8pp |
| Employer contribution / active EE | $18,000 | $6,370+182.6% | $5,613+220.7% | $4,763+277.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,340 | $13,122-74.5% | $10,843-69.2% | $11,598-71.2% |