Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $458,115 | $160,070+186.2% | $147,117+211.4% | $145,897+214.0% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 23.83% | 98.69%-74.9pp | 420.54%-396.7pp | 552.29%-528.5pp |
| Employer contribution / active EE | $1,033 | $5,285-80.5% | $4,932-79.1% | $4,663-77.9% |
| Participant deferral / active EE | $8,075 | $8,419-4.1% | $8,065+0.1% | $6,689+20.7% |
| Admin fee / account holder | $3,933 | $15,035-73.8% | $12,993-69.7% | $13,390-70.6% |