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 | $259,123 | $110,801+133.9% | $86,868+198.3% | $167,518+54.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.77% | 117.00%-102.2pp | 63.53%-48.8pp | 478.71%-463.9pp |
| Employer contribution / active EE | $7,711 | $3,245+137.6% | $2,496+209.0% | $4,838+59.4% |
| Participant deferral / active EE | $3,931 | $4,547-13.5% | $3,699+6.3% | $6,342-38.0% |
| Admin fee / account holder | $19,490 | $8,417+131.5% | $5,829+234.4% | $12,312+58.3% |