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 | $359,391 | $202,326+77.6% | $172,745+108.0% | $152,870+135.1% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 17.63% | 1029.72%-1012.1pp | 802.90%-785.3pp | 345.34%-327.7pp |
| Employer contribution / active EE | $10,081 | $5,858+72.1% | $5,144+96.0% | $4,763+111.7% |
| Participant deferral / active EE | $7,277 | $5,948+22.3% | $5,197+40.0% | $5,850+24.4% |
| Admin fee / account holder | $19,327 | $17,110+13.0% | $13,954+38.5% | $11,597+66.7% |