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 | $279,295 | $96,678+188.9% | $86,640+222.4% | $139,466+100.3% |
| Participation rate | 86.4% | 74.4%+11.9pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 15.67% | 106.69%-91.0pp | 592.52%-576.9pp | 373.66%-358.0pp |
| Employer contribution / active EE | $12,883 | $3,265+294.5% | $3,024+326.0% | $4,754+171.0% |
| Participant deferral / active EE | $7,193 | $4,837+48.7% | $4,438+62.1% | $6,712+7.2% |
| Admin fee / account holder | $48,427 | $6,410+655.5% | $5,616+762.3% | $11,409+324.5% |