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 | $258,909 | $103,008+151.3% | $90,304+186.7% | $152,897+69.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.10% | 95.22%-73.1pp | 78.13%-56.0pp | 345.43%-323.3pp |
| Employer contribution / active EE | $4,861 | $3,139+54.8% | $2,855+70.3% | $4,764+2.0% |
| Participant deferral / active EE | $7,995 | $4,281+86.7% | $3,885+105.8% | $5,851+36.6% |
| Admin fee / account holder | $7,415 | $6,175+20.1% | $5,354+38.5% | $11,599-36.1% |