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 | $400,277 | $171,867+132.9% | $149,721+167.3% | $147,586+171.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.97% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,570 | $6,275-43.1% | $5,444-34.4% | $4,876-26.8% |
| Participant deferral / active EE | $10,647 | $7,270+46.4% | $6,568+62.1% | $5,439+95.8% |
| Admin fee / account holder | $20,603 | $13,799+49.3% | $11,282+82.6% | $10,886+89.3% |