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 | $285,046 | $226,090+26.1% | $182,531+56.2% | $152,885+86.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.5%+9.2pp |
| Annual return | 22.12% | 192.57%-170.4pp | 148.57%-126.5pp | 345.39%-323.3pp |
| Employer contribution / active EE | $11,446 | $4,978+129.9% | $4,075+180.9% | $4,763+140.3% |
| Participant deferral / active EE | $3,777 | $6,369-40.7% | $5,525-31.6% | $5,851-35.4% |
| Admin fee / account holder | $8,440 | $10,705-21.2% | $8,593-1.8% | $11,598-27.2% |