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 | $266,714 | $175,231+52.2% | $149,696+78.2% | $139,466+91.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.23% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $3,889 | $5,478-29.0% | $4,821-19.3% | $4,754-18.2% |
| Participant deferral / active EE | $10,048 | $6,521+54.1% | $5,682+76.8% | $6,712+49.7% |
| Admin fee / account holder | $53,078 | $16,155+228.6% | $13,212+301.7% | $11,409+365.2% |