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 | $273,672 | $157,296+74.0% | $141,191+93.8% | $152,897+79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 65.21% | 64.34%+0.9pp | 71.41%-6.2pp | 345.43%-280.2pp |
| Employer contribution / active EE | $7,459 | $5,262+41.7% | $4,736+57.5% | $4,764+56.6% |
| Participant deferral / active EE | $9,127 | $7,111+28.4% | $6,710+36.0% | $5,851+56.0% |
| Admin fee / account holder | $14,285 | $12,125+17.8% | $10,264+39.2% | $11,599+23.2% |