Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $267,210 | $160,070+66.9% | $147,117+81.6% | $145,897+83.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.01% | 98.69%-87.7pp | 420.54%-409.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $9,679 | $5,285+83.2% | $4,932+96.2% | $4,663+107.6% |
| Participant deferral / active EE | $13,163 | $8,419+56.3% | $8,065+63.2% | $6,689+96.8% |
| Admin fee / account holder | $45,451 | $15,035+202.3% | $12,993+249.8% | $13,390+239.4% |