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 | $378,871 | $209,336+81.0% | $197,124+92.2% | $137,256+176.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.15% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $16,421 | $6,591+149.1% | $6,227+163.7% | $4,156+295.1% |
| Participant deferral / active EE | $20,206 | $9,614+110.2% | $9,135+121.2% | $6,407+215.4% |
| Admin fee / account holder | $18,030 | $17,308+4.2% | $16,298+10.6% | $12,270+46.9% |