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 | $451,055 | $180,749+149.5% | $160,784+180.5% | $137,256+228.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.67% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,331 | $4,155-43.9% | $3,733-37.6% | $4,156-43.9% |
| Participant deferral / active EE | $17,450 | $6,844+155.0% | $6,293+177.3% | $6,407+172.4% |
| Admin fee / account holder | $4,156 | $10,397-60.0% | $9,717-57.2% | $12,270-66.1% |