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 | $464,144 | $209,422+121.6% | $178,503+160.0% | $158,982+191.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.56% | 188.81%-173.2pp | 151.12%-135.6pp | 302.99%-287.4pp |
| Employer contribution / active EE | $15,743 | $5,707+175.9% | $5,011+214.2% | $4,763+230.5% |
| Participant deferral / active EE | $16,667 | $5,955+179.9% | $5,202+220.4% | $5,983+178.6% |
| Admin fee / account holder | $10,632 | $17,079-37.7% | $13,987-24.0% | $11,252-5.5% |