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 | $393,773 | $211,224+86.4% | $178,505+120.6% | $145,897+169.9% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.83% | 30.28%-17.5pp | 27.16%-14.3pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,763 | $4,577-17.8% | $3,955-4.9% | $4,663-19.3% |
| Participant deferral / active EE | $15,309 | $6,966+119.8% | $6,280+143.8% | $6,689+128.9% |
| Admin fee / account holder | $76,809 | $12,109+534.3% | $10,428+636.6% | $13,390+473.6% |