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 | $309,434 | $225,673+37.1% | $203,872+51.8% | $155,188+99.4% |
| Participation rate | 84.2% | 80.3%+3.9pp | 77.8%+6.4pp | 80.8%+3.4pp |
| Annual return | 15.59% | 95.91%-80.3pp | 85.11%-69.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,955 | $4,099-3.5% | $3,757+5.3% | $4,248-6.9% |
| Participant deferral / active EE | $9,917 | $6,893+43.9% | $6,388+55.3% | $6,531+51.8% |
| Admin fee / account holder | $1,316 | $12,327-89.3% | $11,730-88.8% | $14,480-90.9% |