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 | $262,352 | $160,070+63.9% | $147,117+78.3% | $145,897+79.8% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 9.97% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $6,484 | $5,285+22.7% | $4,932+31.5% | $4,663+39.1% |
| Participant deferral / active EE | $4,391 | $8,419-47.8% | $8,065-45.6% | $6,689-34.4% |
| Admin fee / account holder | $11,949 | $15,035-20.5% | $12,993-8.0% | $13,390-10.8% |