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 | $332,364 | $198,457+67.5% | $170,435+95.0% | $147,586+125.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.21% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $5,336 | $6,183-13.7% | $5,432-1.8% | $4,876+9.4% |
| Participant deferral / active EE | $12,813 | $5,629+127.6% | $4,939+159.4% | $5,439+135.6% |
| Admin fee / account holder | $2,830 | $16,852-83.2% | $13,881-79.6% | $10,886-74.0% |