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 | $256,350 | $209,847+22.2% | $189,520+35.3% | $167,518+53.0% |
| Participation rate | 82.4% | 88.7%-6.3pp | 87.8%-5.5pp | 82.1%+0.2pp |
| Annual return | 15.77% | 748.45%-732.7pp | 555.25%-539.5pp | 478.71%-462.9pp |
| Employer contribution / active EE | $6,757 | $6,913-2.3% | $6,161+9.7% | $4,838+39.7% |
| Participant deferral / active EE | $13,822 | $8,934+54.7% | $8,220+68.2% | $6,342+118.0% |
| Admin fee / account holder | $21,516 | $14,295+50.5% | $12,046+78.6% | $12,312+74.7% |