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 | $282,759 | $211,288+33.8% | $178,540+58.4% | $145,884+93.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.49% | 30.27%-20.8pp | 27.15%-17.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $4,685 | $4,574+2.4% | $3,953+18.5% | $4,662+0.5% |
| Participant deferral / active EE | $13,822 | $6,967+98.4% | $6,281+120.1% | $6,690+106.6% |
| Admin fee / account holder | $19,009 | $12,105+57.0% | $10,424+82.4% | $13,392+41.9% |