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 | $275,972 | $217,432+26.9% | $185,849+48.5% | $167,536+64.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.45% | 148.42%-138.0pp | 122.10%-111.6pp | 478.82%-468.4pp |
| Employer contribution / active EE | $3,815 | $5,875-35.1% | $5,169-26.2% | $4,839-21.2% |
| Participant deferral / active EE | $8,931 | $6,357+40.5% | $5,569+60.4% | $6,342+40.8% |
| Admin fee / account holder | $59,647 | $19,818+201.0% | $16,244+267.2% | $12,315+384.4% |