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 | $463,659 | $88,815+422.1% | $81,882+466.3% | $145,897+217.8% |
| Participation rate | 85.0% | 75.1%+9.9pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 14.24% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.1pp |
| Employer contribution / active EE | $5,687 | $3,086+84.3% | $2,916+95.0% | $4,663+22.0% |
| Participant deferral / active EE | $9,101 | $4,647+95.8% | $4,323+110.5% | $6,689+36.1% |
| Admin fee / account holder | $17,671 | $8,434+109.5% | $7,360+140.1% | $13,390+32.0% |