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 | $417,751 | $198,457+110.5% | $170,435+145.1% | $147,586+183.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.81% | 257.30%-235.5pp | 205.94%-184.1pp | 578.59%-556.8pp |
| Employer contribution / active EE | $9,386 | $6,183+51.8% | $5,432+72.8% | $4,876+92.5% |
| Participant deferral / active EE | $9,869 | $5,629+75.3% | $4,939+99.8% | $5,439+81.5% |
| Admin fee / account holder | $1,599 | $16,852-90.5% | $13,881-88.5% | $10,886-85.3% |