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 | $375,911 | $175,259+114.5% | $149,723+151.1% | $139,487+169.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.58% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $13,403 | $5,478+144.6% | $4,821+178.0% | $4,755+181.9% |
| Participant deferral / active EE | $11,412 | $6,522+75.0% | $5,682+100.8% | $6,713+70.0% |
| Admin fee / account holder | $8,136 | $16,158-49.6% | $13,215-38.4% | $11,407-28.7% |