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 | $665,326 | $176,120+277.8% | $159,487+317.2% | $167,553+297.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.75% | 331.95%-321.2pp | 263.71%-253.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $5,972 | $5,299+12.7% | $4,831+23.6% | $4,840+23.4% |
| Participant deferral / active EE | $8,154 | $7,752+5.2% | $7,354+10.9% | $6,343+28.6% |
| Admin fee / account holder | $16,143 | $12,561+28.5% | $10,804+49.4% | $12,316+31.1% |