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 | $254,127 | $109,872+131.3% | $98,483+158.0% | $167,536+51.7% |
| Participation rate | 95.7% | 75.8%+19.8pp | 73.3%+22.3pp | 82.1%+13.5pp |
| Annual return | 11.08% | 1959.31%-1948.2pp | 1494.38%-1483.3pp | 478.82%-467.7pp |
| Employer contribution / active EE | $8,425 | $3,225+161.2% | $2,961+184.6% | $4,839+74.1% |
| Participant deferral / active EE | $8,961 | $4,673+91.8% | $4,276+109.6% | $6,342+41.3% |
| Admin fee / account holder | $20,917 | $6,757+209.6% | $5,953+251.4% | $12,315+69.9% |