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 | $268,930 | $183,516+46.5% | $155,534+72.9% | $145,884+84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $13,288 | $5,315+150.0% | $4,675+184.3% | $4,662+185.0% |
| Participant deferral / active EE | $8,555 | $6,467+32.3% | $5,630+51.9% | $6,690+27.9% |
| Admin fee / account holder | $1,547 | $19,293-92.0% | $15,900-90.3% | $13,392-88.5% |