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 | $274,698 | $160,040+71.6% | $147,096+86.7% | $145,877+88.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.45% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $10,907 | $5,289+106.2% | $4,936+121.0% | $4,663+133.9% |
| Participant deferral / active EE | $12,184 | $8,429+44.6% | $8,071+51.0% | $6,691+82.1% |
| Admin fee / account holder | $73,560 | $15,050+388.8% | $13,005+465.6% | $13,402+448.9% |