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 | $390,050 | $154,228+152.9% | $145,433+168.2% | $137,256+184.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 16.37% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,290 | $4,804-31.5% | $4,554-27.8% | $4,156-20.8% |
| Participant deferral / active EE | $10,895 | $8,216+32.6% | $7,897+38.0% | $6,407+70.1% |
| Admin fee / account holder | $8,435 | $14,344-41.2% | $13,129-35.8% | $12,270-31.3% |