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 | $262,994 | $125,190+110.1% | $105,624+149.0% | $145,897+80.3% |
| Participation rate | 91.3% | 77.6%+13.7pp | 75.3%+16.0pp | 80.3%+11.0pp |
| Annual return | 16.00% | 225.22%-209.2pp | 116.20%-100.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,671 | $3,720+25.5% | $3,168+47.4% | $4,663+0.2% |
| Participant deferral / active EE | $12,261 | $5,716+114.5% | $5,013+144.6% | $6,689+83.3% |
| Admin fee / account holder | $609 | $17,138-96.4% | $10,961-94.4% | $13,390-95.5% |