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 | $426,797 | $93,373+357.1% | $152,473+179.9% | $85,847+397.2% |
| Participation rate | 97.4% | 70.1%+27.4pp | 78.2%+19.2pp | 69.3%+28.1pp |
| Annual return | 13.63% | 21.84%-8.2pp | 757.59%-744.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $8,944 | $2,996+198.5% | $4,326+106.8% | $2,565+248.6% |
| Participant deferral / active EE | $8,944 | $4,550+96.5% | $5,817+53.7% | $3,952+126.3% |
| Admin fee / account holder | $43,188 | $13,853+211.8% | $15,811+173.2% | $6,261+589.8% |