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 | $674,249 | $197,637+241.2% | $177,848+279.1% | $158,982+324.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 204.65% | 58.77%+145.9pp | 48.33%+156.3pp | 302.99%-98.3pp |
| Employer contribution / active EE | $5,790 | $6,698-13.6% | $5,919-2.2% | $4,763+21.6% |
| Participant deferral / active EE | $11,224 | $8,405+33.5% | $7,714+45.5% | $5,983+87.6% |
| Admin fee / account holder | $8,802 | $15,406-42.9% | $12,431-29.2% | $11,252-21.8% |