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 | $350,529 | $175,259+100.0% | $149,723+134.1% | $139,487+151.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.88% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $3,565 | $5,478-34.9% | $4,821-26.1% | $4,755-25.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,822 | $16,158-64.0% | $13,215-55.9% | $11,407-49.0% |