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 | $345,519 | $101,499+240.4% | $147,005+135.0% | $74,546+363.5% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.83% | 8732.34%-8716.5pp | 418.76%-402.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $8,790 | $3,811+130.6% | $4,934+78.1% | $2,624+234.9% |
| Participant deferral / active EE | $12,543 | $7,304+71.7% | $8,070+55.4% | $4,347+188.5% |
| Admin fee / account holder | $29,589 | $1,748+1592.8% | $13,006+127.5% | $1,944+1422.4% |