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 | $276,691 | $217,432+27.3% | $185,851+48.9% | $167,553+65.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.78% | 148.43%-138.6pp | 122.11%-112.3pp | 478.89%-469.1pp |
| Employer contribution / active EE | $9,902 | $5,874+68.6% | $5,168+91.6% | $4,840+104.6% |
| Participant deferral / active EE | $9,736 | $6,357+53.1% | $5,569+74.8% | $6,343+53.5% |
| Admin fee / account holder | $394,808 | $19,820+1892.0% | $16,245+2330.3% | $12,316+3105.6% |