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 | $405,839 | $177,353+128.8% | $158,226+156.5% | $198,609+104.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 18.96% | 599.50%-580.5pp | 501.41%-482.5pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,034 | $3,239-37.2% | $2,986-31.9% | $5,055-59.8% |
| Participant deferral / active EE | $2,034 | $4,615-55.9% | $4,317-52.9% | $6,977-70.8% |
| Admin fee / account holder | $4,487 | $10,960-59.1% | $10,217-56.1% | $19,030-76.4% |