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 | $361,140 | $197,637+82.7% | $177,848+103.1% | $158,982+127.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.45% | 58.77%-46.3pp | 48.33%-35.9pp | 302.99%-290.5pp |
| Employer contribution / active EE | $5,000 | $6,698-25.4% | $5,919-15.5% | $4,763+5.0% |
| Participant deferral / active EE | $9,626 | $8,405+14.5% | $7,714+24.8% | $5,983+60.9% |
| Admin fee / account holder | $9,411 | $15,406-38.9% | $12,431-24.3% | $11,252-16.4% |