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 | $263,741 | $162,136+62.7% | $152,301+73.2% | $154,746+70.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 91.89% | 91.02%+0.9pp | 80.50%+11.4pp | 172.34%-80.5pp |
| Employer contribution / active EE | $1,462 | $4,890-70.1% | $4,624-68.4% | $4,379-66.6% |
| Participant deferral / active EE | $9,320 | $8,341+11.7% | $8,004+16.4% | $6,730+38.5% |
| Admin fee / account holder | $2,490 | $15,759-84.2% | $14,398-82.7% | $14,365-82.7% |