Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $293,757 | $102,663+186.1% | $86,216+240.7% | $139,466+110.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1924.52%-1911.1pp | 1169.42%-1156.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $5,178 | $3,035+70.6% | $2,382+117.4% | $4,754+8.9% |
| Participant deferral / active EE | $10,664 | $4,677+128.0% | $3,986+167.5% | $6,712+58.9% |
| Admin fee / account holder | $536 | $8,663-93.8% | $6,853-92.2% | $11,409-95.3% |