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 | $266,603 | $175,231+52.1% | $149,696+78.1% | $139,466+91.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.06% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $4,326 | $5,478-21.0% | $4,821-10.3% | $4,754-9.0% |
| Participant deferral / active EE | $14,056 | $6,521+115.5% | $5,682+147.4% | $6,712+109.4% |
| Admin fee / account holder | $27,394 | $16,155+69.6% | $13,212+107.3% | $11,409+140.1% |