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 | $616,729 | $159,934+285.6% | $147,005+319.5% | $145,959+322.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.67% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $5,428 | $5,287+2.7% | $4,934+10.0% | $4,661+16.5% |
| Participant deferral / active EE | $11,425 | $8,427+35.6% | $8,070+41.6% | $6,689+70.8% |
| Admin fee / account holder | $4,382 | $15,053-70.9% | $13,006-66.3% | $13,398-67.3% |