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 | $322,590 | $104,953+207.4% | $84,637+281.1% | $152,909+111.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 16.58% | 373.94%-357.4pp | 258.82%-242.2pp | 345.46%-328.9pp |
| Employer contribution / active EE | $11,780 | $3,304+256.6% | $2,653+344.0% | $4,764+147.3% |
| Participant deferral / active EE | $10,000 | $4,691+113.2% | $3,900+156.4% | $5,851+70.9% |
| Admin fee / account holder | $2,619 | $6,244-58.1% | $4,914-46.7% | $11,601-77.4% |