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 | $297,901 | $101,672+193.0% | $147,117+102.5% | $74,478+300.0% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 21.96% | 8757.83%-8735.9pp | 420.54%-398.6pp | 1370.56%-1348.6pp |
| Employer contribution / active EE | $3,283 | $3,813-13.9% | $4,932-33.4% | $2,626+25.0% |
| Participant deferral / active EE | $10,907 | $7,305+49.3% | $8,065+35.3% | $4,350+150.7% |
| Admin fee / account holder | $2,558 | $1,753+45.9% | $12,993-80.3% | $1,946+31.5% |