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 | $415,409 | $183,516+126.4% | $155,534+167.1% | $145,884+184.8% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 16.86% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $20,941 | $5,315+294.0% | $4,675+347.9% | $4,662+349.1% |
| Participant deferral / active EE | $20,128 | $6,467+211.3% | $5,630+257.5% | $6,690+200.9% |
| Admin fee / account holder | $80,835 | $19,293+319.0% | $15,900+408.4% | $13,392+503.6% |