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 | $262,224 | $175,231+49.6% | $149,696+75.2% | $139,466+88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.42% | 166.77%-133.4pp | 134.46%-101.0pp | 373.66%-340.2pp |
| Employer contribution / active EE | $8,948 | $5,478+63.3% | $4,821+85.6% | $4,754+88.2% |
| Participant deferral / active EE | $18,030 | $6,521+176.5% | $5,682+217.3% | $6,712+168.6% |
| Admin fee / account holder | $2,113 | $16,155-86.9% | $13,212-84.0% | $11,409-81.5% |