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 | $605,665 | $217,432+178.6% | $185,849+225.9% | $167,536+261.5% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 9.29% | 148.42%-139.1pp | 122.10%-112.8pp | 478.82%-469.5pp |
| Employer contribution / active EE | $12,134 | $5,875+106.5% | $5,169+134.8% | $4,839+150.7% |
| Participant deferral / active EE | $12,328 | $6,357+93.9% | $5,569+121.4% | $6,342+94.4% |
| Admin fee / account holder | $347,920 | $19,818+1655.5% | $16,244+2041.9% | $12,315+2725.3% |