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 | $421,808 | $176,120+139.5% | $159,487+164.5% | $167,553+151.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.67% | 331.95%-317.3pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $6,676 | $5,299+26.0% | $4,831+38.2% | $4,840+37.9% |
| Participant deferral / active EE | $8,284 | $7,752+6.9% | $7,354+12.7% | $6,343+30.6% |
| Admin fee / account holder | $940 | $12,561-92.5% | $10,804-91.3% | $12,316-92.4% |