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 | $426,177 | $184,000+131.6% | $162,185+162.8% | $152,909+178.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.79% | 150.80%-134.0pp | 115.61%-98.8pp | 345.46%-328.7pp |
| Employer contribution / active EE | $8,404 | $6,370+31.9% | $5,613+49.7% | $4,764+76.4% |
| Participant deferral / active EE | $11,404 | $8,033+42.0% | $7,297+56.3% | $5,851+94.9% |
| Admin fee / account holder | $134,682 | $13,124+926.2% | $10,844+1142.0% | $11,601+1061.0% |