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 | $269,948 | $160,070+68.6% | $147,117+83.5% | $145,897+85.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 14.23% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $9,826 | $5,285+85.9% | $4,932+99.2% | $4,663+110.7% |
| Participant deferral / active EE | $8,654 | $8,419+2.8% | $8,065+7.3% | $6,689+29.4% |
| Admin fee / account holder | $596 | $15,035-96.0% | $12,993-95.4% | $13,390-95.5% |