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 | $436,930 | $209,874+108.2% | $189,537+130.5% | $167,536+160.8% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 15.04% | 748.61%-733.6pp | 555.34%-540.3pp | 478.82%-463.8pp |
| Employer contribution / active EE | $17,847 | $6,913+158.2% | $6,161+189.7% | $4,839+268.8% |
| Participant deferral / active EE | $13,829 | $8,934+54.8% | $8,220+68.2% | $6,342+118.0% |
| Admin fee / account holder | $208,291 | $14,299+1356.7% | $12,048+1628.8% | $12,315+1591.4% |