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 | $396,410 | $160,028+147.7% | $147,080+169.5% | $145,884+171.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 31.43% | 98.60%-67.2pp | 420.17%-388.7pp | 551.85%-520.4pp |
| Employer contribution / active EE | $3,999 | $5,286-24.4% | $4,933-18.9% | $4,662-14.2% |
| Participant deferral / active EE | $11,434 | $8,422+35.8% | $8,066+41.8% | $6,690+70.9% |
| Admin fee / account holder | $49,702 | $15,030+230.7% | $12,989+282.6% | $13,392+271.1% |