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 | $271,222 | $166,242+63.1% | $165,071+64.3% | $145,884+85.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.22% | 100.44%-86.2pp | 70.17%-56.0pp | 551.85%-537.6pp |
| Employer contribution / active EE | $9,148 | $5,283+73.2% | $4,347+110.4% | $4,662+96.2% |
| Participant deferral / active EE | $8,948 | $6,964+28.5% | $6,035+48.3% | $6,690+33.8% |
| Admin fee / account holder | $19,168 | $16,658+15.1% | $12,695+51.0% | $13,392+43.1% |