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 | $251,604 | $202,463+24.3% | $169,397+48.5% | $139,487+80.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 532.64%-516.1pp | 406.23%-389.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $10,736 | $4,694+128.7% | $4,013+167.5% | $4,755+125.8% |
| Participant deferral / active EE | $17,417 | $6,941+150.9% | $6,223+179.9% | $6,713+159.5% |
| Admin fee / account holder | $3,017 | $10,726-71.9% | $9,017-66.5% | $11,407-73.6% |