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 | $275,763 | $183,539+50.2% | $155,556+77.3% | $145,897+89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 61.31%-49.5pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,562 | $5,315-51.8% | $4,675-45.2% | $4,663-45.1% |
| Participant deferral / active EE | $6,346 | $6,467-1.9% | $5,631+12.7% | $6,689-5.1% |
| Admin fee / account holder | $33,357 | $19,275+73.1% | $15,885+110.0% | $13,390+149.1% |