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 | $625,783 | $184,000+240.1% | $162,185+285.8% | $152,909+309.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.5%+11.3pp |
| Annual return | 20.43% | 150.80%-130.4pp | 115.61%-95.2pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,069 | $6,370-67.5% | $5,613-63.1% | $4,764-56.6% |
| Participant deferral / active EE | $8,783 | $8,033+9.3% | $7,297+20.4% | $5,851+50.1% |
| Admin fee / account holder | $19,384 | $13,124+47.7% | $10,844+78.8% | $11,601+67.1% |