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 | $268,494 | $150,446+78.5% | $136,297+97.0% | $147,585+81.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 1049.14%-1037.8pp | 5156.19%-5144.8pp | 578.58%-567.2pp |
| Employer contribution / active EE | $7,727 | $5,256+47.0% | $4,696+64.5% | $4,876+58.4% |
| Participant deferral / active EE | $6,509 | $6,631-1.8% | $6,247+4.2% | $5,439+19.7% |
| Admin fee / account holder | $77,345 | $10,906+609.2% | $9,244+736.7% | $10,886+610.5% |