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 | $299,172 | $176,077+69.9% | $159,455+87.6% | $167,518+78.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.52% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $2,581 | $5,298-51.3% | $4,830-46.6% | $4,838-46.7% |
| Participant deferral / active EE | $3,000 | $7,751-61.3% | $7,353-59.2% | $6,342-52.7% |
| Admin fee / account holder | $77,345 | $12,556+516.0% | $10,800+616.1% | $12,312+528.2% |