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 | $339,425 | $196,972+72.3% | $182,262+86.2% | $198,609+70.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.72% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $4,590 | $5,364-14.4% | $5,046-9.0% | $5,055-9.2% |
| Participant deferral / active EE | $14,929 | $8,643+72.7% | $8,276+80.4% | $6,977+114.0% |
| Admin fee / account holder | $1,934 | $18,429-89.5% | $16,712-88.4% | $19,030-89.8% |