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 | $440,368 | $176,105+150.1% | $159,474+176.1% | $167,536+162.9% |
| Participation rate | 95.0% | 85.0%+10.0pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 12.96% | 331.91%-318.9pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $4,409 | $5,299-16.8% | $4,831-8.7% | $4,839-8.9% |
| Participant deferral / active EE | $12,387 | $7,751+59.8% | $7,353+68.5% | $6,342+95.3% |
| Admin fee / account holder | $31,985 | $12,559+154.7% | $10,802+196.1% | $12,315+159.7% |