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 | $326,583 | $106,008+208.1% | $92,240+254.1% | $147,586+121.3% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 14.13% | 50.05%-35.9pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,887 | $4,333-33.4% | $3,680-21.5% | $4,876-40.8% |
| Participant deferral / active EE | $7,769 | $4,478+73.5% | $3,897+99.4% | $5,439+42.8% |
| Admin fee / account holder | $6,213 | $6,333-1.9% | $5,194+19.6% | $10,886-42.9% |