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 | $250,423 | $198,461+26.2% | $170,436+46.9% | $147,585+69.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.49% | 257.30%-223.8pp | 205.94%-172.4pp | 578.57%-545.1pp |
| Employer contribution / active EE | $3,435 | $6,184-44.5% | $5,433-36.8% | $4,876-29.6% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $3,080 | $16,852-81.7% | $13,880-77.8% | $10,885-71.7% |