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 | $444,428 | $68,412+549.6% | $94,679+369.4% | $75,181+491.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 21.42% | 616.91%-595.5pp | 156.75%-135.3pp | 160.69%-139.3pp |
| Employer contribution / active EE | $23,194 | $2,701+758.8% | $3,673+531.5% | $2,671+768.5% |
| Participant deferral / active EE | $16,762 | $6,537+156.4% | $7,417+126.0% | $4,126+306.3% |
| Admin fee / account holder | $14,007 | $5,326+163.0% | $7,233+93.7% | $5,650+147.9% |