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 | $416,763 | $208,088+100.3% | $186,193+123.8% | $154,746+169.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 50.40% | 89.97%-39.6pp | 78.03%-27.6pp | 172.34%-121.9pp |
| Employer contribution / active EE | $61,469 | $4,340+1316.4% | $3,918+1468.8% | $4,379+1303.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,036 | $11,698+2.9% | $11,058+8.8% | $14,365-16.2% |