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 | $270,443 | $149,040+81.5% | $120,225+124.9% | $137,256+97.0% |
| Participation rate | 92.3% | 75.4%+16.9pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 22.37% | 605.68%-583.3pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $6,632 | $4,350+52.5% | $3,475+90.8% | $4,156+59.6% |
| Participant deferral / active EE | $10,399 | $4,655+123.4% | $3,999+160.1% | $6,407+62.3% |
| Admin fee / account holder | $1,947 | $6,348-69.3% | $5,696-65.8% | $12,270-84.1% |