Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $306,223 | $102,429+199.0% | $147,096+108.2% | $80,925+278.4% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 75.66% | 135.02%-59.4pp | 419.75%-344.1pp | 35.65%+40.0pp |
| Employer contribution / active EE | $1,075 | $3,716-71.1% | $4,936-78.2% | $2,756-61.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $878 | $7,957-89.0% | $13,005-93.3% | $6,940-87.4% |