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 | $263,595 | $185,883+41.8% | $170,043+55.0% | $139,466+89.0% |
| Participation rate | 87.0% | 87.8%-0.8pp | 87.0%0pp | 80.3%+6.6pp |
| Annual return | 28.23% | 60.54%-32.3pp | 53.40%-25.2pp | 373.66%-345.4pp |
| Employer contribution / active EE | $12,615 | $7,596+66.1% | $6,790+85.8% | $4,754+165.4% |
| Participant deferral / active EE | $13,728 | $11,626+18.1% | $10,410+31.9% | $6,712+104.5% |
| Admin fee / account holder | $8,714 | $15,393-43.4% | $12,824-32.0% | $11,409-23.6% |