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 | $416,308 | $160,040+160.1% | $147,096+183.0% | $145,877+185.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 18.28% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $6,380 | $5,289+20.6% | $4,936+29.3% | $4,663+36.8% |
| Participant deferral / active EE | $11,555 | $8,429+37.1% | $8,071+43.2% | $6,691+72.7% |
| Admin fee / account holder | $90,448 | $15,050+501.0% | $13,005+595.5% | $13,402+574.9% |