Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $294,141 | $175,231+67.9% | $149,696+96.5% | $139,466+110.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 39.44% | 166.77%-127.3pp | 134.46%-95.0pp | 373.66%-334.2pp |
| Employer contribution / active EE | $11,694 | $5,478+113.5% | $4,821+142.6% | $4,754+146.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $551 | $16,155-96.6% | $13,212-95.8% | $11,409-95.2% |