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 | $624,269 | $209,422+198.1% | $178,503+249.7% | $158,982+292.7% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 17.84% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.2pp |
| Employer contribution / active EE | $11,500 | $5,707+101.5% | $5,011+129.5% | $4,763+141.5% |
| Participant deferral / active EE | $5,858 | $5,955-1.6% | $5,202+12.6% | $5,983-2.1% |
| Admin fee / account holder | $8,021 | $17,079-53.0% | $13,987-42.7% | $11,252-28.7% |