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 | $292,243 | $198,462+47.3% | $170,439+71.5% | $147,585+98.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 26.45% | 257.30%-230.9pp | 205.94%-179.5pp | 578.58%-552.1pp |
| Employer contribution / active EE | $23,333 | $6,184+277.3% | $5,433+329.5% | $4,876+378.5% |
| Participant deferral / active EE | $18,000 | $5,629+219.7% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $13,918 | $16,852-17.4% | $13,881+0.3% | $10,886+27.9% |