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 | $298,735 | $160,040+86.7% | $147,096+103.1% | $145,877+104.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.65% | 98.49%-82.8pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $18,119 | $5,289+242.6% | $4,936+267.1% | $4,663+288.6% |
| Participant deferral / active EE | $15,684 | $8,429+86.1% | $8,071+94.3% | $6,691+134.4% |
| Admin fee / account holder | $7,502 | $15,050-50.1% | $13,005-42.3% | $13,402-44.0% |