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 | $430,701 | $184,000+134.1% | $162,185+165.6% | $152,909+181.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 26.91% | 150.80%-123.9pp | 115.61%-88.7pp | 345.46%-318.6pp |
| Employer contribution / active EE | $13,099 | $6,370+105.6% | $5,613+133.4% | $4,764+175.0% |
| Participant deferral / active EE | $15,099 | $8,033+88.0% | $7,297+106.9% | $5,851+158.0% |
| Admin fee / account holder | $53,172 | $13,124+305.2% | $10,844+390.3% | $11,601+358.4% |