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 | $414,810 | $175,257+136.7% | $149,717+177.1% | $139,456+197.4% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 15.56% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $2,068 | $5,477-62.2% | $4,820-57.1% | $4,753-56.5% |
| Participant deferral / active EE | $4,705 | $6,521-27.9% | $5,682-17.2% | $6,711-29.9% |
| Admin fee / account holder | $12,822 | $16,156-20.6% | $13,213-3.0% | $11,407+12.4% |