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 | $511,502 | $184,000+178.0% | $162,185+215.4% | $152,909+234.5% |
| Participation rate | 78.3% | 88.5%-10.2pp | 87.6%-9.3pp | 82.5%-4.2pp |
| Annual return | 21.04% | 150.80%-129.8pp | 115.61%-94.6pp | 345.46%-324.4pp |
| Employer contribution / active EE | $10,777 | $6,370+69.2% | $5,613+92.0% | $4,764+126.2% |
| Participant deferral / active EE | $7,907 | $8,033-1.6% | $7,297+8.4% | $5,851+35.1% |
| Admin fee / account holder | $140,883 | $13,124+973.5% | $10,844+1199.2% | $11,601+1114.4% |