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 | $277,061 | $159,934+73.2% | $147,005+88.5% | $145,959+89.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.72% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $14,594 | $5,287+176.0% | $4,934+195.8% | $4,661+213.1% |
| Participant deferral / active EE | $15,406 | $8,427+82.8% | $8,070+90.9% | $6,689+130.3% |
| Admin fee / account holder | $13,151 | $15,053-12.6% | $13,006+1.1% | $13,398-1.8% |