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 | $376,963 | $88,702+325.0% | $81,780+360.9% | $145,978+158.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.20% | 1029.12%-1009.9pp | 776.27%-757.1pp | 550.52%-531.3pp |
| Employer contribution / active EE | $14,178 | $3,084+359.7% | $2,914+386.6% | $4,662+204.1% |
| Participant deferral / active EE | $9,374 | $4,645+101.8% | $4,321+117.0% | $6,690+40.1% |
| Admin fee / account holder | $621 | $8,414-92.6% | $7,384-91.6% | $13,400-95.4% |