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 | $312,704 | $117,829+165.4% | $102,423+205.3% | $145,877+114.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 35.79% | 31.83%+4.0pp | 29.42%+6.4pp | 551.28%-515.5pp |
| Employer contribution / active EE | $5,870 | $3,615+62.4% | $3,023+94.2% | $4,663+25.9% |
| Participant deferral / active EE | $11,383 | $5,732+98.6% | $5,054+125.2% | $6,691+70.1% |
| Admin fee / account holder | $434,185 | $13,335+3155.9% | $9,455+4492.4% | $13,402+3139.7% |