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 | $266,611 | $157,304+69.5% | $141,197+88.8% | $152,909+74.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 22.03% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $11,213 | $5,263+113.1% | $4,736+136.7% | $4,764+135.4% |
| Participant deferral / active EE | $10,417 | $7,111+46.5% | $6,710+55.2% | $5,851+78.0% |
| Admin fee / account holder | $38,818 | $12,126+220.1% | $10,265+278.2% | $11,601+234.6% |