Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $430,129 | $160,070+168.7% | $147,117+192.4% | $145,897+194.8% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 11.17% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $7,432 | $5,285+40.6% | $4,932+50.7% | $4,663+59.4% |
| Participant deferral / active EE | $19,576 | $8,419+132.5% | $8,065+142.7% | $6,689+192.6% |
| Admin fee / account holder | $30,670 | $15,035+104.0% | $12,993+136.1% | $13,390+129.0% |