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 | $346,453 | $150,447+130.3% | $136,298+154.2% | $147,586+134.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.43% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,649 | $5,256-68.6% | $4,696-64.9% | $4,876-66.2% |
| Participant deferral / active EE | $3,618 | $6,631-45.4% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $40,926 | $10,906+275.3% | $9,244+342.7% | $10,886+276.0% |