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 | $315,388 | $159,934+97.2% | $147,005+114.5% | $145,959+116.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 14.52% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,767 | $5,287-47.7% | $4,934-43.9% | $4,661-40.6% |
| Participant deferral / active EE | $14,909 | $8,427+76.9% | $8,070+84.8% | $6,689+122.9% |
| Admin fee / account holder | $73,305 | $15,053+387.0% | $13,006+463.6% | $13,398+447.1% |