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 | $263,800 | $166,242+58.7% | $165,071+59.8% | $145,884+80.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.53% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $8,839 | $5,283+67.3% | $4,347+103.3% | $4,662+89.6% |
| Participant deferral / active EE | $4,019 | $6,964-42.3% | $6,035-33.4% | $6,690-39.9% |
| Admin fee / account holder | $69,785 | $16,658+318.9% | $12,695+449.7% | $13,392+421.1% |