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 | $316,770 | $150,442+110.6% | $136,295+132.4% | $147,585+114.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.14% | 1049.09%-1034.0pp | 5155.97%-5140.8pp | 578.56%-563.4pp |
| Employer contribution / active EE | $6,923 | $5,256+31.7% | $4,695+47.4% | $4,876+42.0% |
| Participant deferral / active EE | $8,757 | $6,630+32.1% | $6,247+40.2% | $5,439+61.0% |
| Admin fee / account holder | $3,311 | $10,905-69.6% | $9,243-64.2% | $10,885-69.6% |