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 | $263,757 | $104,106+153.4% | $71,086+271.0% | $135,379+94.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 31.41% | 1256.30%-1224.9pp | 650.59%-619.2pp | 519.79%-488.4pp |
| Employer contribution / active EE | $519 | $1,485-65.0% | $1,088-52.3% | $4,779-89.1% |
| Participant deferral / active EE | $593 | $2,527-76.5% | $1,874-68.4% | $5,609-89.4% |
| Admin fee / account holder | $4,015 | $4,142-3.1% | $3,082+30.3% | $10,828-62.9% |