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 | $312,837 | $157,296+98.9% | $141,191+121.6% | $152,897+104.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.87% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,186 | $5,262-39.5% | $4,736-32.7% | $4,764-33.1% |
| Participant deferral / active EE | $5,629 | $7,111-20.8% | $6,710-16.1% | $5,851-3.8% |
| Admin fee / account holder | $9,882 | $12,125-18.5% | $10,264-3.7% | $11,599-14.8% |