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 | $267,328 | $96,388+177.3% | $80,627+231.6% | $139,466+91.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.51% | 1352.08%-1332.6pp | 936.76%-917.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $9,733 | $3,260+198.6% | $2,723+257.5% | $4,754+104.7% |
| Participant deferral / active EE | $7,896 | $5,224+51.1% | $4,443+77.7% | $6,712+17.6% |
| Admin fee / account holder | $1,769 | $6,603-73.2% | $5,381-67.1% | $11,409-84.5% |