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 | $288,759 | $160,040+80.4% | $147,096+96.3% | $145,877+97.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.42% | 98.49%-83.1pp | 419.75%-404.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,344 | $5,289+19.9% | $4,936+28.5% | $4,663+36.1% |
| Participant deferral / active EE | $8,913 | $8,429+5.7% | $8,071+10.4% | $6,691+33.2% |
| Admin fee / account holder | $10,716 | $15,050-28.8% | $13,005-17.6% | $13,402-20.0% |