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 | $259,299 | $176,120+47.2% | $159,487+62.6% | $167,553+54.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.00% | 331.95%-314.9pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $15,810 | $5,299+198.3% | $4,831+227.2% | $4,840+226.7% |
| Participant deferral / active EE | $7,537 | $7,752-2.8% | $7,354+2.5% | $6,343+18.8% |
| Admin fee / account holder | $812 | $12,561-93.5% | $10,804-92.5% | $12,316-93.4% |