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 | $159,934+277.3% | $147,005+310.5% | $145,959+313.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.43% | 98.24%-80.8pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $14,668 | $5,287+177.4% | $4,934+197.3% | $4,661+214.7% |
| Participant deferral / active EE | $10,832 | $8,427+28.5% | $8,070+34.2% | $6,689+61.9% |
| Admin fee / account holder | $17,419 | $15,053+15.7% | $13,006+33.9% | $13,398+30.0% |