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 | $281,319 | $183,539+53.3% | $155,556+80.8% | $145,897+92.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.28% | 61.31%-42.0pp | 64.84%-45.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $5,045 | $5,315-5.1% | $4,675+7.9% | $4,663+8.2% |
| Participant deferral / active EE | $10,138 | $6,467+56.8% | $5,631+80.0% | $6,689+51.6% |
| Admin fee / account holder | $2,047 | $19,275-89.4% | $15,885-87.1% | $13,390-84.7% |