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 | $613,751 | $129,737+373.1% | $119,126+415.2% | $154,746+296.6% |
| Participation rate | 95.8% | 78.9%+17.0pp | 75.8%+20.1pp | 80.7%+15.1pp |
| Annual return | 10.91% | 379.08%-368.2pp | 282.11%-271.2pp | 172.34%-161.4pp |
| Employer contribution / active EE | $12,308 | $4,375+181.3% | $4,034+205.1% | $4,379+181.1% |
| Participant deferral / active EE | $4,719 | $5,842-19.2% | $5,318-11.3% | $6,730-29.9% |
| Admin fee / account holder | $30,961 | $11,961+158.9% | $10,693+189.5% | $14,365+115.5% |