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 | $426,587 | $217,432+96.2% | $185,851+129.5% | $167,553+154.6% |
| Participation rate | 77.3% | 86.1%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 16.99% | 148.43%-131.4pp | 122.11%-105.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $9,898 | $5,874+68.5% | $5,168+91.5% | $4,840+104.5% |
| Participant deferral / active EE | $12,380 | $6,357+94.7% | $5,569+122.3% | $6,343+95.2% |
| Admin fee / account holder | $8,360 | $19,820-57.8% | $16,245-48.5% | $12,316-32.1% |