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 | $275,706 | $166,268+65.8% | $165,100+67.0% | $145,897+89.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 13.88% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $8,327 | $5,284+57.6% | $4,348+91.5% | $4,663+78.6% |
| Participant deferral / active EE | $13,407 | $6,964+92.5% | $6,035+122.1% | $6,689+100.4% |
| Admin fee / account holder | $1,124 | $16,659-93.3% | $12,696-91.2% | $13,390-91.6% |