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 | $256,140 | $202,342+26.6% | $172,752+48.3% | $152,897+67.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 18.94% | 1029.83%-1010.9pp | 802.97%-784.0pp | 345.43%-326.5pp |
| Employer contribution / active EE | $3,190 | $5,858-45.5% | $5,144-38.0% | $4,764-33.0% |
| Participant deferral / active EE | $4,447 | $5,948-25.2% | $5,198-14.5% | $5,851-24.0% |
| Admin fee / account holder | $1,350 | $17,111-92.1% | $13,955-90.3% | $11,599-88.4% |