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 | $522,828 | $159,934+226.9% | $147,005+255.7% | $145,959+258.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.79% | 98.24%-85.4pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $7,230 | $5,287+36.7% | $4,934+46.5% | $4,661+55.1% |
| Participant deferral / active EE | $14,008 | $8,427+66.2% | $8,070+73.6% | $6,689+109.4% |
| Admin fee / account holder | $14,613 | $15,053-2.9% | $13,006+12.4% | $13,398+9.1% |