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 | $330,667 | $150,447+119.8% | $136,298+142.6% | $147,586+124.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.02% | 1049.15%-1038.1pp | 5156.27%-5145.2pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,793 | $5,256-65.9% | $4,696-61.8% | $4,876-63.2% |
| Participant deferral / active EE | $12,164 | $6,631+83.4% | $6,247+94.7% | $5,439+123.7% |
| Admin fee / account holder | $10,997 | $10,906+0.8% | $9,244+19.0% | $10,886+1.0% |