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 | $271,704 | $57,305+374.1% | $86,640+213.6% | $75,173+261.4% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 14.01% | 2674.24%-2660.2pp | 592.52%-578.5pp | 160.72%-146.7pp |
| Employer contribution / active EE | $7,369 | $2,316+218.1% | $3,024+143.6% | $2,671+175.9% |
| Participant deferral / active EE | $7,992 | $3,320+140.7% | $4,438+80.1% | $4,126+93.7% |
| Admin fee / account holder | $27,958 | $4,116+579.3% | $5,616+397.9% | $5,651+394.8% |