Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $354,030 | $51,631+585.7% | $129,397+173.6% | $80,925+337.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 50.37% | 20.77%+29.6pp | 9453.98%-9403.6pp | 35.65%+14.7pp |
| Employer contribution / active EE | $9,864 | $1,583+523.1% | $4,154+137.5% | $2,756+257.9% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,643 | $4,309+7.8% | $7,679-39.5% | $6,940-33.1% |