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 | $559,867 | $160,070+249.8% | $147,117+280.6% | $145,897+283.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.24% | 98.69%-81.4pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $4,061 | $5,285-23.1% | $4,932-17.7% | $4,663-12.9% |
| Participant deferral / active EE | $13,786 | $8,419+63.7% | $8,065+70.9% | $6,689+106.1% |
| Admin fee / account holder | $105,131 | $15,035+599.2% | $12,993+709.2% | $13,390+685.1% |