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 | $680,760 | $165,399+311.6% | $149,745+354.6% | $158,982+328.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 37.74% | 348.34%-310.6pp | 276.72%-239.0pp | 302.99%-265.2pp |
| Employer contribution / active EE | $12,624 | $5,105+147.3% | $4,646+171.7% | $4,763+165.1% |
| Participant deferral / active EE | $8,737 | $7,183+21.6% | $6,843+27.7% | $5,983+46.0% |
| Admin fee / account holder | $461 | $10,811-95.7% | $9,312-95.1% | $11,252-95.9% |