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 | $277,601 | $183,592+51.2% | $155,567+78.4% | $145,959+90.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $8,603 | $5,315+61.9% | $4,674+84.1% | $4,661+84.6% |
| Participant deferral / active EE | $9,132 | $6,464+41.3% | $5,628+62.3% | $6,689+36.5% |
| Admin fee / account holder | $1,499 | $19,318-92.2% | $15,916-90.6% | $13,398-88.8% |