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 | $486,834 | $165,381+194.4% | $149,730+225.1% | $158,966+206.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 28.90% | 348.29%-319.4pp | 276.70%-247.8pp | 302.95%-274.1pp |
| Employer contribution / active EE | $2,392 | $5,104-53.1% | $4,645-48.5% | $4,762-49.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,714 | $10,809+54.6% | $9,310+79.5% | $11,250+48.6% |