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 | $271,628 | $149,040+82.3% | $120,225+125.9% | $137,256+97.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.17% | 605.68%-595.5pp | 439.23%-429.1pp | 220.34%-210.2pp |
| Employer contribution / active EE | $6,828 | $4,350+57.0% | $3,475+96.5% | $4,156+64.3% |
| Participant deferral / active EE | $8,000 | $4,655+71.9% | $3,999+100.1% | $6,407+24.9% |
| Admin fee / account holder | $12,687 | $6,348+99.9% | $5,696+122.7% | $12,270+3.4% |