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 | $292,537 | $100,911+189.9% | $90,440+223.5% | $158,966+84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.19% | 1726.62%-1712.4pp | 1294.38%-1280.2pp | 302.95%-288.8pp |
| Employer contribution / active EE | $3,904 | $3,690+5.8% | $3,263+19.7% | $4,762-18.0% |
| Participant deferral / active EE | $9,658 | $4,348+122.1% | $3,964+143.7% | $5,983+61.4% |
| Admin fee / account holder | $1,788 | $6,507-72.5% | $5,615-68.2% | $11,250-84.1% |