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 | $411,822 | $227,291+81.2% | $214,702+91.8% | $155,188+165.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.29% | 60.08%-46.8pp | 54.55%-41.3pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,749 | $6,772-59.4% | $6,461-57.5% | $4,248-35.3% |
| Participant deferral / active EE | $11,278 | $9,582+17.7% | $9,147+23.3% | $6,531+72.7% |
| Admin fee / account holder | $3,120 | $20,413-84.7% | $19,830-84.3% | $14,480-78.5% |