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 | $422,675 | $180,749+133.8% | $160,784+162.9% | $137,256+207.9% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 11.76% | 2234.46%-2222.7pp | 1803.92%-1792.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,124 | $4,155-24.8% | $3,733-16.3% | $4,156-24.8% |
| Participant deferral / active EE | $10,886 | $6,844+59.0% | $6,293+73.0% | $6,407+69.9% |
| Admin fee / account holder | $73,899 | $10,397+610.8% | $9,717+660.5% | $12,270+502.3% |