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 | $261,202 | $160,040+63.2% | $147,096+77.6% | $145,877+79.1% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 11.39% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $10,703 | $5,289+102.4% | $4,936+116.8% | $4,663+129.5% |
| Participant deferral / active EE | $9,318 | $8,429+10.5% | $8,071+15.4% | $6,691+39.3% |
| Admin fee / account holder | $147,230 | $15,050+878.3% | $13,005+1032.1% | $13,402+998.6% |