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 | $316,526 | $160,028+97.8% | $147,080+115.2% | $145,884+117.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.27% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,983 | $5,286-62.5% | $4,933-59.8% | $4,662-57.5% |
| Participant deferral / active EE | $11,500 | $8,422+36.5% | $8,066+42.6% | $6,690+71.9% |
| Admin fee / account holder | $63,923 | $15,030+325.3% | $12,989+392.1% | $13,392+377.3% |