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 | $256,341 | $165,361+55.0% | $149,715+71.2% | $158,950+61.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.93% | 348.24%-337.3pp | 276.66%-265.7pp | 302.91%-292.0pp |
| Employer contribution / active EE | $3,822 | $5,103-25.1% | $4,645-17.7% | $4,762-19.7% |
| Participant deferral / active EE | $9,472 | $7,182+31.9% | $6,842+38.4% | $5,983+58.3% |
| Admin fee / account holder | $8,198 | $10,808-24.2% | $9,310-11.9% | $11,248-27.1% |