Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $316,846 | $156,970+101.9% | $121,210+161.4% | $139,487+127.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.28% | 1477.10%-1465.8pp | 987.41%-976.1pp | 373.84%-362.6pp |
| Employer contribution / active EE | $3,186 | $5,546-42.6% | $4,171-23.6% | $4,755-33.0% |
| Participant deferral / active EE | $7,279 | $4,849+50.1% | $4,084+78.2% | $6,713+8.4% |
| Admin fee / account holder | $4,265 | $6,947-38.6% | $5,647-24.5% | $11,407-62.6% |