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 | $355,104 | $98,776+259.5% | $149,745+137.1% | $79,856+344.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 98.96% | 27.38%+71.6pp | 276.72%-177.8pp | 31.71%+67.3pp |
| Employer contribution / active EE | $1,849 | $3,217-42.5% | $4,646-60.2% | $2,471-25.2% |
| Participant deferral / active EE | $5,462 | $5,681-3.9% | $6,843-20.2% | $3,741+46.0% |
| Admin fee / account holder | $16,641 | $6,053+174.9% | $9,312+78.7% | $5,306+213.6% |