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 | $274,919 | $159,934+71.9% | $147,005+87.0% | $145,959+88.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 13.64% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $6,626 | $5,287+25.3% | $4,934+34.3% | $4,661+42.2% |
| Participant deferral / active EE | $9,633 | $8,427+14.3% | $8,070+19.4% | $6,689+44.0% |
| Admin fee / account holder | $1,648 | $15,053-89.1% | $13,006-87.3% | $13,398-87.7% |