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 | $285,362 | $150,447+89.7% | $136,298+109.4% | $147,586+93.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.52% | 1049.15%-1028.6pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $4,782 | $5,256-9.0% | $4,696+1.8% | $4,876-1.9% |
| Participant deferral / active EE | $8,522 | $6,631+28.5% | $6,247+36.4% | $5,439+56.7% |
| Admin fee / account holder | $12,535 | $10,906+14.9% | $9,244+35.6% | $10,886+15.1% |