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 | $481,461 | $150,447+220.0% | $136,298+253.2% | $147,586+226.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.15% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $7,910 | $5,256+50.5% | $4,696+68.4% | $4,876+62.2% |
| Participant deferral / active EE | $6,563 | $6,631-1.0% | $6,247+5.1% | $5,439+20.7% |
| Admin fee / account holder | $5,718 | $10,906-47.6% | $9,244-38.1% | $10,886-47.5% |