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 | $273,776 | $171,867+59.3% | $149,716+82.9% | $147,585+85.5% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.1pp | 82.8%+11.3pp |
| Annual return | 15.09% | 2113.36%-2098.3pp | 1501.67%-1486.6pp | 578.58%-563.5pp |
| Employer contribution / active EE | $6,871 | $6,275+9.5% | $5,444+26.2% | $4,876+40.9% |
| Participant deferral / active EE | $11,528 | $7,270+58.6% | $6,568+75.5% | $5,439+112.0% |
| Admin fee / account holder | $6,787 | $13,799-50.8% | $11,282-39.8% | $10,886-37.7% |