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 | $260,044 | $114,093+127.9% | $96,171+170.4% | $167,536+55.2% |
| Participation rate | 92.9% | 75.1%+17.8pp | 68.4%+24.4pp | 82.1%+10.7pp |
| Annual return | 11.99% | 190.00%-178.0pp | 192.04%-180.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $3,199 | $3,429-6.7% | $2,799+14.3% | $4,839-33.9% |
| Participant deferral / active EE | $6,470 | $5,197+24.5% | $4,350+48.7% | $6,342+2.0% |
| Admin fee / account holder | $9,547 | $6,899+38.4% | $5,538+72.4% | $12,315-22.5% |