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 | $251,528 | $160,070+57.1% | $147,117+71.0% | $145,897+72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $8,247 | $5,285+56.1% | $4,932+67.2% | $4,663+76.9% |
| Participant deferral / active EE | $13,234 | $8,419+57.2% | $8,065+64.1% | $6,689+97.8% |
| Admin fee / account holder | $4,128 | $15,035-72.5% | $12,993-68.2% | $13,390-69.2% |