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 | $511,853 | $150,447+240.2% | $136,298+275.5% | $147,586+246.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.40% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $7,071 | $5,256+34.5% | $4,696+50.6% | $4,876+45.0% |
| Participant deferral / active EE | $9,157 | $6,631+38.1% | $6,247+46.6% | $5,439+68.4% |
| Admin fee / account holder | $3,161 | $10,906-71.0% | $9,244-65.8% | $10,886-71.0% |