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 | $269,325 | $165,351+62.9% | $149,710+79.9% | $158,931+69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.68% | 348.19%-335.5pp | 276.63%-264.0pp | 302.86%-290.2pp |
| Employer contribution / active EE | $8,212 | $5,103+60.9% | $4,645+76.8% | $4,761+72.5% |
| Participant deferral / active EE | $7,445 | $7,181+3.7% | $6,842+8.8% | $5,982+24.5% |
| Admin fee / account holder | $2,140 | $10,807-80.2% | $9,309-77.0% | $11,247-81.0% |