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 | $258,429 | $91,198+183.4% | $178,503+44.8% | $79,856+223.6% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+11.9pp | 69.6%+24.2pp |
| Annual return | 23.37% | 24.20%-0.8pp | 151.12%-127.8pp | 31.71%-8.3pp |
| Employer contribution / active EE | $11,003 | $3,257+237.9% | $5,011+119.6% | $2,471+345.2% |
| Participant deferral / active EE | $11,400 | $3,237+252.2% | $5,202+119.1% | $3,741+204.8% |
| Admin fee / account holder | $4,671 | $6,748-30.8% | $13,987-66.6% | $5,306-12.0% |