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 | $269,977 | $209,405+28.9% | $178,486+51.3% | $158,931+69.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.06% | 188.77%-178.7pp | 151.08%-141.0pp | 302.86%-292.8pp |
| Employer contribution / active EE | $5,886 | $5,707+3.1% | $5,011+17.5% | $4,761+23.6% |
| Participant deferral / active EE | $5,272 | $5,954-11.5% | $5,202+1.3% | $5,982-11.9% |
| Admin fee / account holder | $5,577 | $17,076-67.3% | $13,985-60.1% | $11,247-50.4% |