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 | $374,089 | $202,342+84.9% | $172,752+116.5% | $152,897+144.7% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 26.06% | 1029.83%-1003.8pp | 802.97%-776.9pp | 345.43%-319.4pp |
| Employer contribution / active EE | $3,383 | $5,858-42.2% | $5,144-34.2% | $4,764-29.0% |
| Participant deferral / active EE | $7,810 | $5,948+31.3% | $5,198+50.3% | $5,851+33.5% |
| Admin fee / account holder | $2,883 | $17,111-83.1% | $13,955-79.3% | $11,599-75.1% |