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 | $336,427 | $100,041+236.3% | $149,718+124.7% | $70,131+379.7% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 19.44% | 27.43%-8.0pp | 1501.70%-1482.3pp | 73.14%-53.7pp |
| Employer contribution / active EE | $15,629 | $3,662+326.8% | $5,444+187.1% | $2,342+567.2% |
| Participant deferral / active EE | $16,648 | $4,983+234.1% | $6,568+153.5% | $3,332+399.7% |
| Admin fee / account holder | $30,679 | $8,286+270.2% | $11,283+171.9% | $4,645+560.4% |