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 | $513,756 | $160,040+221.0% | $147,096+249.3% | $145,877+252.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.64% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,579 | $5,289-32.3% | $4,936-27.5% | $4,663-23.2% |
| Participant deferral / active EE | $9,198 | $8,429+9.1% | $8,071+14.0% | $6,691+37.5% |
| Admin fee / account holder | $22,342 | $15,050+48.5% | $13,005+71.8% | $13,402+66.7% |