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 | $603,500 | $160,028+277.1% | $147,080+310.3% | $145,884+313.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.43% | 98.60%-81.2pp | 420.17%-402.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $14,668 | $5,286+177.5% | $4,933+197.3% | $4,662+214.6% |
| Participant deferral / active EE | $10,832 | $8,422+28.6% | $8,066+34.3% | $6,690+61.9% |
| Admin fee / account holder | $17,419 | $15,030+15.9% | $12,989+34.1% | $13,392+30.1% |