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 | $348,038 | $96,388+261.1% | $80,627+331.7% | $139,466+149.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.57% | 1352.08%-1338.5pp | 936.76%-923.2pp | 373.66%-360.1pp |
| Employer contribution / active EE | $739 | $3,260-77.3% | $2,723-72.9% | $4,754-84.5% |
| Participant deferral / active EE | $10,829 | $5,224+107.3% | $4,443+143.7% | $6,712+61.3% |
| Admin fee / account holder | $988 | $6,603-85.0% | $5,381-81.6% | $11,409-91.3% |