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 | $264,556 | $124,175+113.1% | $108,405+144.0% | $167,536+57.9% |
| Participation rate | 94.1% | 82.3%+11.8pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 17.64% | 1380.13%-1362.5pp | 905.55%-887.9pp | 478.82%-461.2pp |
| Employer contribution / active EE | $9,722 | $4,188+132.2% | $3,559+173.2% | $4,839+100.9% |
| Participant deferral / active EE | $8,869 | $6,908+28.4% | $6,563+35.1% | $6,342+39.8% |
| Admin fee / account holder | $2,212 | $9,457-76.6% | $7,297-69.7% | $12,315-82.0% |