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 | $304,151 | $150,447+102.2% | $136,298+123.2% | $147,586+106.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.12% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.5pp |
| Employer contribution / active EE | $18,727 | $5,256+256.3% | $4,696+298.8% | $4,876+284.0% |
| Participant deferral / active EE | $9,437 | $6,631+42.3% | $6,247+51.1% | $5,439+73.5% |
| Admin fee / account holder | $34,457 | $10,906+215.9% | $9,244+272.8% | $10,886+216.5% |