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 | $309,602 | $160,070+93.4% | $147,117+110.4% | $145,897+112.2% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 11.74% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $14,067 | $5,285+166.2% | $4,932+185.2% | $4,663+201.7% |
| Participant deferral / active EE | $7,641 | $8,419-9.2% | $8,065-5.2% | $6,689+14.2% |
| Admin fee / account holder | $1,503 | $15,035-90.0% | $12,993-88.4% | $13,390-88.8% |