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 | $529,712 | $144,130+267.5% | $117,861+349.4% | $147,586+258.9% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 15.44% | 531.20%-515.8pp | 335.11%-319.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,745 | $4,897-43.9% | $3,786-27.5% | $4,876-43.7% |
| Participant deferral / active EE | $2,338 | $5,316-56.0% | $4,482-47.8% | $5,439-57.0% |
| Admin fee / account holder | $3,145 | $10,887-71.1% | $8,021-60.8% | $10,886-71.1% |