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 | $279,644 | $202,342+38.2% | $172,752+61.9% | $152,897+82.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 19.55% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $3,312 | $5,858-43.5% | $5,144-35.6% | $4,764-30.5% |
| Participant deferral / active EE | $8,500 | $5,948+42.9% | $5,198+63.5% | $5,851+45.3% |
| Admin fee / account holder | $3,175 | $17,111-81.4% | $13,955-77.2% | $11,599-72.6% |