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 | $278,058 | $196,972+41.2% | $182,262+52.6% | $198,609+40.0% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 13.43% | 158.27%-144.8pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $16,251 | $5,364+203.0% | $5,046+222.1% | $5,055+221.5% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,816 | $18,429-63.0% | $16,712-59.2% | $19,030-64.2% |