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 | $763,932 | $183,592+316.1% | $155,567+391.1% | $145,959+423.4% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 22.02% | 61.24%-39.2pp | 64.74%-42.7pp | 561.95%-539.9pp |
| Employer contribution / active EE | $15,152 | $5,315+185.1% | $4,674+224.2% | $4,661+225.1% |
| Participant deferral / active EE | $7,632 | $6,464+18.1% | $5,628+35.6% | $6,689+14.1% |
| Admin fee / account holder | $15,899 | $19,318-17.7% | $15,916-0.1% | $13,398+18.7% |