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 | $265,856 | $183,539+44.8% | $155,556+70.9% | $145,897+82.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $6,862 | $5,315+29.1% | $4,675+46.8% | $4,663+47.2% |
| Participant deferral / active EE | $10,944 | $6,467+69.2% | $5,631+94.4% | $6,689+63.6% |
| Admin fee / account holder | $19,181 | $19,275-0.5% | $15,885+20.7% | $13,390+43.2% |