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 | $400,128 | $100,911+296.5% | $90,440+342.4% | $158,966+151.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 13.11% | 1726.62%-1713.5pp | 1294.38%-1281.3pp | 302.95%-289.8pp |
| Employer contribution / active EE | $8,786 | $3,690+138.1% | $3,263+169.3% | $4,762+84.5% |
| Participant deferral / active EE | $11,367 | $4,348+161.4% | $3,964+186.8% | $5,983+90.0% |
| Admin fee / account holder | $3,315 | $6,507-49.1% | $5,615-41.0% | $11,250-70.5% |