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 | $263,381 | $171,492+53.6% | $150,734+74.7% | $198,609+32.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 9.51% | 804.70%-795.2pp | 600.81%-591.3pp | 202.70%-193.2pp |
| Employer contribution / active EE | $7,579 | $5,470+38.6% | $4,918+54.1% | $5,055+49.9% |
| Participant deferral / active EE | $7,715 | $6,259+23.3% | $5,610+37.5% | $6,977+10.6% |
| Admin fee / account holder | $5,023 | $17,628-71.5% | $14,905-66.3% | $19,030-73.6% |