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 | $318,742 | $160,040+99.2% | $147,096+116.7% | $145,877+118.5% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 63.91% | 98.49%-34.6pp | 419.75%-355.8pp | 551.28%-487.4pp |
| Employer contribution / active EE | $5,993 | $5,289+13.3% | $4,936+21.4% | $4,663+28.5% |
| Participant deferral / active EE | $13,183 | $8,429+56.4% | $8,071+63.3% | $6,691+97.0% |
| Admin fee / account holder | $1,382 | $15,050-90.8% | $13,005-89.4% | $13,402-89.7% |