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 | $253,306 | $160,040+58.3% | $147,096+72.2% | $145,877+73.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.21% | 98.49%-88.3pp | 419.75%-409.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $4,719 | $5,289-10.8% | $4,936-4.4% | $4,663+1.2% |
| Participant deferral / active EE | $5,278 | $8,429-37.4% | $8,071-34.6% | $6,691-21.1% |
| Admin fee / account holder | $42,352 | $15,050+181.4% | $13,005+225.7% | $13,402+216.0% |