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 | $254,775 | $202,342+25.9% | $172,752+47.5% | $152,897+66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.00% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $8,772 | $5,858+49.8% | $5,144+70.5% | $4,764+84.2% |
| Participant deferral / active EE | $3,696 | $5,948-37.9% | $5,198-28.9% | $5,851-36.8% |
| Admin fee / account holder | $6,191 | $17,111-63.8% | $13,955-55.6% | $11,599-46.6% |