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 | $276,014 | $169,237+63.1% | $129,339+113.4% | $145,978+89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.25% | 14364.43%-14352.2pp | 9437.05%-9424.8pp | 550.52%-538.3pp |
| Employer contribution / active EE | $17,869 | $5,540+222.5% | $4,154+330.1% | $4,662+283.3% |
| Participant deferral / active EE | $13,568 | $4,991+171.8% | $4,170+225.4% | $6,690+102.8% |
| Admin fee / account holder | $720 | $9,882-92.7% | $7,668-90.6% | $13,400-94.6% |