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 | $429,439 | $160,070+168.3% | $147,117+191.9% | $145,897+194.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.81% | 98.69%-77.9pp | 420.54%-399.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $5,311 | $5,285+0.5% | $4,932+7.7% | $4,663+13.9% |
| Participant deferral / active EE | $9,779 | $8,419+16.1% | $8,065+21.3% | $6,689+46.2% |
| Admin fee / account holder | $66,887 | $15,035+344.9% | $12,993+414.8% | $13,390+399.5% |