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 | $293,526 | $217,427+35.0% | $185,837+57.9% | $167,518+75.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.17% | 148.39%-137.2pp | 122.08%-110.9pp | 478.71%-467.5pp |
| Employer contribution / active EE | $3,571 | $5,874-39.2% | $5,168-30.9% | $4,838-26.2% |
| Participant deferral / active EE | $8,060 | $6,357+26.8% | $5,568+44.7% | $6,342+27.1% |
| Admin fee / account holder | $2,663 | $19,816-86.6% | $16,241-83.6% | $12,312-78.4% |