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 | $466,151 | $209,422+122.6% | $178,503+161.1% | $158,982+193.2% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 9.29% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $5,398 | $5,707-5.4% | $5,011+7.7% | $4,763+13.3% |
| Participant deferral / active EE | $8,661 | $5,955+45.4% | $5,202+66.5% | $5,983+44.8% |
| Admin fee / account holder | $46,183 | $17,079+170.4% | $13,987+230.2% | $11,252+310.5% |