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 | $261,581 | $100,938+159.1% | $90,461+189.2% | $158,982+64.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.64% | 1727.20%-1705.6pp | 1294.76%-1273.1pp | 302.99%-281.3pp |
| Employer contribution / active EE | $9,706 | $3,691+162.9% | $3,264+197.4% | $4,763+103.8% |
| Participant deferral / active EE | $12,444 | $4,350+186.1% | $3,964+213.9% | $5,983+108.0% |
| Admin fee / account holder | $6,839 | $6,510+5.1% | $5,617+21.8% | $11,252-39.2% |