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 | $251,428 | $198,457+26.7% | $170,435+47.5% | $147,586+70.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.65% | 257.30%-237.7pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,509 | $6,183-59.4% | $5,432-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.4% |
| Admin fee / account holder | $954 | $16,852-94.3% | $13,881-93.1% | $10,886-91.2% |