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 | $290,367 | $176,077+64.9% | $159,455+82.1% | $167,518+73.3% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.6pp | 82.1%+8.4pp |
| Annual return | 17.05% | 331.83%-314.8pp | 263.63%-246.6pp | 478.71%-461.7pp |
| Employer contribution / active EE | $4,359 | $5,298-17.7% | $4,830-9.8% | $4,838-9.9% |
| Participant deferral / active EE | $4,683 | $7,751-39.6% | $7,353-36.3% | $6,342-26.2% |
| Admin fee / account holder | $6,532 | $12,556-48.0% | $10,800-39.5% | $12,312-47.0% |