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 | $252,512 | $159,934+57.9% | $147,005+71.8% | $145,959+73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.21% | 98.24%-84.0pp | 418.76%-404.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $14,310 | $5,287+170.7% | $4,934+190.0% | $4,661+207.0% |
| Participant deferral / active EE | $6,793 | $8,427-19.4% | $8,070-15.8% | $6,689+1.6% |
| Admin fee / account holder | $4,090 | $15,053-72.8% | $13,006-68.6% | $13,398-69.5% |