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 | $301,215 | $96,123+213.4% | $77,361+289.4% | $198,609+51.7% |
| Participation rate | 93.8% | 81.1%+12.6pp | 75.0%+18.8pp | 82.4%+11.4pp |
| Annual return | 13.48% | 2054.81%-2041.3pp | 1011.54%-998.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $11,336 | $3,791+199.1% | $2,990+279.1% | $5,055+124.2% |
| Participant deferral / active EE | $7,028 | $4,975+41.3% | $3,911+79.7% | $6,977+0.7% |
| Admin fee / account holder | $25,481 | $9,471+169.1% | $5,894+332.4% | $19,030+33.9% |