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 | $364,111 | $185,312+96.5% | $161,489+125.5% | $154,746+135.3% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.7%+16.8pp | 80.7%+14.8pp |
| Annual return | 18.37% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $7,947 | $4,769+66.6% | $4,268+86.2% | $4,379+81.5% |
| Participant deferral / active EE | $5,122 | $6,350-19.3% | $5,630-9.0% | $6,730-23.9% |
| Admin fee / account holder | $720 | $18,654-96.1% | $16,006-95.5% | $14,365-95.0% |