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 | $263,000 | $197,637+33.1% | $177,848+47.9% | $158,982+65.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.74% | 58.77%-48.0pp | 48.33%-37.6pp | 302.99%-292.2pp |
| Employer contribution / active EE | $5,558 | $6,698-17.0% | $5,919-6.1% | $4,763+16.7% |
| Participant deferral / active EE | $10,295 | $8,405+22.5% | $7,714+33.5% | $5,983+72.1% |
| Admin fee / account holder | $64,652 | $15,406+319.6% | $12,431+420.1% | $11,252+474.6% |