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 | $303,680 | $209,422+45.0% | $178,503+70.1% | $158,982+91.0% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 14.34% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.7pp |
| Employer contribution / active EE | $5,237 | $5,707-8.2% | $5,011+4.5% | $4,763+9.9% |
| Participant deferral / active EE | $6,215 | $5,955+4.4% | $5,202+19.5% | $5,983+3.9% |
| Admin fee / account holder | $1,940 | $17,079-88.6% | $13,987-86.1% | $11,252-82.8% |