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 | $295,272 | $175,212+68.5% | $149,682+97.3% | $139,427+111.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 166.63%-147.8pp | 134.35%-115.5pp | 373.27%-354.5pp |
| Employer contribution / active EE | $8,265 | $5,475+51.0% | $4,818+71.5% | $4,752+73.9% |
| Participant deferral / active EE | $6,500 | $6,520-0.3% | $5,681+14.4% | $6,711-3.1% |
| Admin fee / account holder | $964 | $16,150-94.0% | $13,210-92.7% | $11,404-91.5% |