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 | $251,032 | $202,342+24.1% | $172,753+45.3% | $152,909+64.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 28.08% | 1029.88%-1001.8pp | 803.00%-774.9pp | 345.46%-317.4pp |
| Employer contribution / active EE | $1,256 | $5,857-78.6% | $5,144-75.6% | $4,764-73.6% |
| Participant deferral / active EE | $4,738 | $5,948-20.3% | $5,198-8.8% | $5,851-19.0% |
| Admin fee / account holder | $2,184 | $17,112-87.2% | $13,956-84.3% | $11,601-81.2% |