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 | $344,553 | $98,776+248.8% | $149,745+130.1% | $79,856+331.5% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 48.29% | 27.38%+20.9pp | 276.72%-228.4pp | 31.71%+16.6pp |
| Employer contribution / active EE | $12,543 | $3,217+289.9% | $4,646+170.0% | $2,471+407.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,798 | $6,053-53.8% | $9,312-70.0% | $5,306-47.3% |