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 | $382,052 | $102,429+273.0% | $147,096+159.7% | $80,925+372.1% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 21.13% | 135.02%-113.9pp | 419.75%-398.6pp | 35.65%-14.5pp |
| Employer contribution / active EE | $6,826 | $3,716+83.7% | $4,936+38.3% | $2,756+147.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $85,291 | $7,957+971.9% | $13,005+555.8% | $6,940+1129.0% |