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 | $274,929 | $183,539+49.8% | $155,556+76.7% | $145,897+88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $7,900 | $5,315+48.6% | $4,675+69.0% | $4,663+69.4% |
| Participant deferral / active EE | $13,912 | $6,467+115.1% | $5,631+147.1% | $6,689+108.0% |
| Admin fee / account holder | $3,527 | $19,275-81.7% | $15,885-77.8% | $13,390-73.7% |