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 | $324,279 | $77,817+316.7% | $123,553+162.5% | $64,173+405.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 94.96% | 12.49%+82.5pp | 119.21%-24.2pp | 7.63%+87.3pp |
| Employer contribution / active EE | $12,900 | $3,014+328.0% | $4,628+178.7% | $2,381+441.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $55,821 | $5,519+911.4% | $9,284+501.2% | $4,887+1042.1% |