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 | $310,132 | $160,070+93.7% | $147,117+110.8% | $145,897+112.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 17.89% | 98.69%-80.8pp | 420.54%-402.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $6,252 | $5,285+18.3% | $4,932+26.8% | $4,663+34.1% |
| Participant deferral / active EE | $10,760 | $8,419+27.8% | $8,065+33.4% | $6,689+60.8% |
| Admin fee / account holder | $12,701 | $15,035-15.5% | $12,993-2.2% | $13,390-5.1% |