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 | $315,325 | $148,629+112.2% | $135,982+131.9% | $139,487+126.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.13% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $13,733 | $5,247+161.8% | $4,859+182.6% | $4,755+188.8% |
| Participant deferral / active EE | $10,095 | $8,102+24.6% | $7,760+30.1% | $6,713+50.4% |
| Admin fee / account holder | $8,777 | $12,406-29.3% | $10,767-18.5% | $11,407-23.1% |