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 | $268,054 | $165,381+62.1% | $149,730+79.0% | $158,966+68.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.72% | 348.29%-335.6pp | 276.70%-264.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $11,720 | $5,104+129.6% | $4,645+152.3% | $4,762+146.1% |
| Participant deferral / active EE | $9,300 | $7,182+29.5% | $6,843+35.9% | $5,983+55.4% |
| Admin fee / account holder | $5,715 | $10,809-47.1% | $9,310-38.6% | $11,250-49.2% |