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 | $305,240 | $181,062+68.6% | $158,223+92.9% | $155,188+96.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.97% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.9pp |
| Employer contribution / active EE | $11,282 | $4,565+147.2% | $4,109+174.6% | $4,248+165.6% |
| Participant deferral / active EE | $7,747 | $6,134+26.3% | $5,467+41.7% | $6,531+18.6% |
| Admin fee / account holder | $24,392 | $18,825+29.6% | $16,047+52.0% | $14,480+68.5% |