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 | $297,078 | $180,459+64.6% | $154,108+92.8% | $135,380+119.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 1.96% | 888.21%-886.2pp | 735.21%-733.2pp | 519.81%-517.8pp |
| Employer contribution / active EE | $10,302 | $6,035+70.7% | $5,298+94.5% | $4,779+115.6% |
| Participant deferral / active EE | $6,303 | $5,806+8.6% | $5,081+24.1% | $5,609+12.4% |
| Admin fee / account holder | $2,719 | $16,145-83.2% | $13,411-79.7% | $10,828-74.9% |