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 | $1,171,245 | $138,114+748.0% | $125,391+834.1% | $134,545+770.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 8.68% | 750.88%-742.2pp | 572.41%-563.7pp | 418.37%-409.7pp |
| Employer contribution / active EE | $14,025 | $5,246+167.4% | $4,816+191.2% | $4,742+195.8% |
| Participant deferral / active EE | $16,646 | $7,801+113.4% | $7,448+123.5% | $6,401+160.0% |
| Admin fee / account holder | $22,132 | $11,570+91.3% | $10,009+121.1% | $11,431+93.6% |