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 | $592,792 | $144,130+311.3% | $117,860+403.0% | $147,585+301.7% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 16.31% | 531.20%-514.9pp | 335.10%-318.8pp | 578.58%-562.3pp |
| Employer contribution / active EE | $14,872 | $4,897+203.7% | $3,786+292.8% | $4,876+205.0% |
| Participant deferral / active EE | $10,996 | $5,316+106.8% | $4,482+145.3% | $5,439+102.2% |
| Admin fee / account holder | $18,540 | $10,887+70.3% | $8,021+131.2% | $10,886+70.3% |