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 | $271,033 | $217,432+24.7% | $185,849+45.8% | $167,536+61.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.35% | 148.42%-133.1pp | 122.10%-106.7pp | 478.82%-463.5pp |
| Employer contribution / active EE | $3,172 | $5,875-46.0% | $5,169-38.6% | $4,839-34.5% |
| Participant deferral / active EE | $7,532 | $6,357+18.5% | $5,569+35.3% | $6,342+18.8% |
| Admin fee / account holder | $58,909 | $19,818+197.2% | $16,244+262.7% | $12,315+378.4% |