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 | $275,215 | $202,460+35.9% | $169,385+62.5% | $139,456+97.3% |
| Participation rate | 93.3% | 81.1%+12.2pp | 77.2%+16.2pp | 80.3%+13.0pp |
| Annual return | 22.76% | 532.07%-509.3pp | 405.82%-383.1pp | 373.45%-350.7pp |
| Employer contribution / active EE | $16,069 | $4,691+242.5% | $4,012+300.6% | $4,753+238.1% |
| Participant deferral / active EE | $11,491 | $6,938+65.6% | $6,221+84.7% | $6,711+71.2% |
| Admin fee / account holder | $3,999 | $10,719-62.7% | $9,011-55.6% | $11,407-64.9% |