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 | $288,040 | $160,028+80.0% | $147,080+95.8% | $145,884+97.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.59% | 98.60%-82.0pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $5,950 | $5,286+12.6% | $4,933+20.6% | $4,662+27.6% |
| Participant deferral / active EE | $11,609 | $8,422+37.8% | $8,066+43.9% | $6,690+73.5% |
| Admin fee / account holder | $11,408 | $15,030-24.1% | $12,989-12.2% | $13,392-14.8% |