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 | $287,927 | $183,539+56.9% | $155,556+85.1% | $145,897+97.3% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 10.73% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $8,072 | $5,315+51.9% | $4,675+72.6% | $4,663+73.1% |
| Participant deferral / active EE | $6,921 | $6,467+7.0% | $5,631+22.9% | $6,689+3.5% |
| Admin fee / account holder | $3,502 | $19,275-81.8% | $15,885-78.0% | $13,390-73.8% |