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 | $287,854 | $183,592+56.8% | $155,567+85.0% | $145,959+97.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $6,200 | $5,315+16.7% | $4,674+32.7% | $4,661+33.0% |
| Participant deferral / active EE | $6,607 | $6,464+2.2% | $5,628+17.4% | $6,689-1.2% |
| Admin fee / account holder | $9,490 | $19,318-50.9% | $15,916-40.4% | $13,398-29.2% |