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 | $377,636 | $275,752+36.9% | $256,809+47.0% | $198,609+90.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 60.25% | 34.81%+25.4pp | 32.73%+27.5pp | 202.70%-142.4pp |
| Employer contribution / active EE | $3,610 | $7,721-53.2% | $7,263-50.3% | $5,055-28.6% |
| Participant deferral / active EE | $16,387 | $10,037+63.3% | $9,520+72.1% | $6,977+134.9% |
| Admin fee / account holder | $34,172 | $25,716+32.9% | $25,146+35.9% | $19,030+79.6% |