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 | $299,352 | $209,888+42.6% | $189,545+57.9% | $167,553+78.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.02% | 748.66%-738.6pp | 555.36%-545.3pp | 478.89%-468.9pp |
| Employer contribution / active EE | $6,493 | $6,915-6.1% | $6,162+5.4% | $4,840+34.2% |
| Participant deferral / active EE | $9,859 | $8,934+10.4% | $8,220+19.9% | $6,343+55.4% |
| Admin fee / account holder | $2,502 | $14,300-82.5% | $12,049-79.2% | $12,316-79.7% |