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 | $264,505 | $176,120+50.2% | $159,487+65.8% | $167,553+57.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.55% | 331.95%-320.4pp | 263.71%-252.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $7,292 | $5,299+37.6% | $4,831+50.9% | $4,840+50.7% |
| Participant deferral / active EE | $5,983 | $7,752-22.8% | $7,354-18.6% | $6,343-5.7% |
| Admin fee / account holder | $11,665 | $12,561-7.1% | $10,804+8.0% | $12,316-5.3% |