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 | $369,804 | $150,447+145.8% | $136,298+171.3% | $147,586+150.6% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 14.07% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $5,065 | $5,256-3.6% | $4,696+7.9% | $4,876+3.9% |
| Participant deferral / active EE | $7,624 | $6,631+15.0% | $6,247+22.0% | $5,439+40.2% |
| Admin fee / account holder | $1,327 | $10,906-87.8% | $9,244-85.6% | $10,886-87.8% |