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 | $404,852 | $201,370+101.0% | $184,256+119.7% | $145,897+177.5% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 9.73% | 29.05%-19.3pp | 28.85%-19.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,056 | $7,024-42.2% | $6,427-36.9% | $4,663-13.0% |
| Participant deferral / active EE | $11,574 | $9,808+18.0% | $9,133+26.7% | $6,689+73.0% |
| Admin fee / account holder | $417 | $16,364-97.5% | $13,899-97.0% | $13,390-96.9% |