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 | $790,499 | $160,040+393.9% | $147,096+437.4% | $145,877+441.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 23.40% | 98.49%-75.1pp | 419.75%-396.3pp | 551.28%-527.9pp |
| Employer contribution / active EE | $8,521 | $5,289+61.1% | $4,936+72.6% | $4,663+82.7% |
| Participant deferral / active EE | $15,209 | $8,429+80.4% | $8,071+88.4% | $6,691+127.3% |
| Admin fee / account holder | $146,657 | $15,050+874.5% | $13,005+1027.7% | $13,402+994.3% |