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 | $357,799 | $102,382+249.5% | $147,005+143.4% | $80,874+342.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.99% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $11,279 | $3,715+203.6% | $4,934+128.6% | $2,756+309.3% |
| Participant deferral / active EE | $7,678 | $6,646+15.5% | $8,070-4.9% | $4,297+78.7% |
| Admin fee / account holder | $16,477 | $7,942+107.5% | $13,006+26.7% | $6,935+137.6% |