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 | $273,257 | $209,422+30.5% | $178,503+53.1% | $158,982+71.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.32% | 188.81%-177.5pp | 151.12%-139.8pp | 302.99%-291.7pp |
| Employer contribution / active EE | $10,590 | $5,707+85.6% | $5,011+111.3% | $4,763+122.4% |
| Participant deferral / active EE | $10,378 | $5,955+74.3% | $5,202+99.5% | $5,983+73.4% |
| Admin fee / account holder | $1,732 | $17,079-89.9% | $13,987-87.6% | $11,252-84.6% |