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 | $439,819 | $196,972+123.3% | $182,262+141.3% | $198,609+121.5% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 16.83% | 158.27%-141.4pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $12,994 | $5,364+142.3% | $5,046+157.5% | $5,055+157.0% |
| Participant deferral / active EE | $14,539 | $8,643+68.2% | $8,276+75.7% | $6,977+108.4% |
| Admin fee / account holder | $2,351 | $18,429-87.2% | $16,712-85.9% | $19,030-87.6% |