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 | $367,885 | $198,457+85.4% | $170,435+115.9% | $147,586+149.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.22% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $2,180 | $6,183-64.7% | $5,432-59.9% | $4,876-55.3% |
| Participant deferral / active EE | $6,189 | $5,629+9.9% | $4,939+25.3% | $5,439+13.8% |
| Admin fee / account holder | $6,510 | $16,852-61.4% | $13,881-53.1% | $10,886-40.2% |