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 | $262,307 | $171,492+53.0% | $150,734+74.0% | $198,609+32.1% |
| Participation rate | 90.0% | 81.4%+8.6pp | 78.4%+11.6pp | 82.4%+7.6pp |
| Annual return | 10.06% | 804.70%-794.6pp | 600.81%-590.7pp | 202.70%-192.6pp |
| Employer contribution / active EE | $8,914 | $5,470+63.0% | $4,918+81.2% | $5,055+76.3% |
| Participant deferral / active EE | $7,571 | $6,259+21.0% | $5,610+35.0% | $6,977+8.5% |
| Admin fee / account holder | $78,739 | $17,628+346.7% | $14,905+428.3% | $19,030+313.8% |