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 | $765,526 | $183,988+316.1% | $162,177+372.0% | $152,897+400.7% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.6%-9.0pp | 82.5%-3.9pp |
| Annual return | 17.84% | 150.79%-132.9pp | 115.60%-97.8pp | 345.43%-327.6pp |
| Employer contribution / active EE | $7,670 | $6,370+20.4% | $5,613+36.7% | $4,764+61.0% |
| Participant deferral / active EE | $8,174 | $8,032+1.8% | $7,297+12.0% | $5,851+39.7% |
| Admin fee / account holder | $32,671 | $13,123+149.0% | $10,843+201.3% | $11,599+181.7% |