Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $260,935 | $124,175+110.1% | $108,405+140.7% | $167,536+55.7% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.57% | 1380.13%-1366.6pp | 905.55%-892.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,884 | $4,188-31.1% | $3,559-19.0% | $4,839-40.4% |
| Participant deferral / active EE | $9,679 | $6,908+40.1% | $6,563+47.5% | $6,342+52.6% |
| Admin fee / account holder | $880 | $9,457-90.7% | $7,297-87.9% | $12,315-92.9% |