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 | $478,074 | $160,028+198.7% | $147,080+225.0% | $145,884+227.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 37.78% | 98.60%-60.8pp | 420.17%-382.4pp | 551.85%-514.1pp |
| Employer contribution / active EE | $13,737 | $5,286+159.9% | $4,933+178.5% | $4,662+194.6% |
| Participant deferral / active EE | $15,254 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $9,619 | $15,030-36.0% | $12,989-25.9% | $13,392-28.2% |