Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $486,166 | $176,105+176.1% | $159,474+204.9% | $167,536+190.2% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 14.51% | 331.91%-317.4pp | 263.68%-249.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $11,062 | $5,299+108.8% | $4,831+129.0% | $4,839+128.6% |
| Participant deferral / active EE | $14,031 | $7,751+81.0% | $7,353+90.8% | $6,342+121.2% |
| Admin fee / account holder | $174,669 | $12,559+1290.8% | $10,802+1517.0% | $12,315+1318.4% |