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 | $423,197 | $209,874+101.6% | $189,537+123.3% | $167,536+152.6% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 12.47% | 748.61%-736.1pp | 555.34%-542.9pp | 478.82%-466.3pp |
| Employer contribution / active EE | $4,167 | $6,913-39.7% | $6,161-32.4% | $4,839-13.9% |
| Participant deferral / active EE | $8,142 | $8,934-8.9% | $8,220-1.0% | $6,342+28.4% |
| Admin fee / account holder | $19,971 | $14,299+39.7% | $12,048+65.8% | $12,315+62.2% |