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 | $326,645 | $201,344+62.2% | $184,243+77.3% | $145,877+123.9% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 18.08% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $9,464 | $7,022+34.8% | $6,427+47.3% | $4,663+103.0% |
| Participant deferral / active EE | $18,585 | $9,807+89.5% | $9,132+103.5% | $6,691+177.8% |
| Admin fee / account holder | $11,105 | $16,382-32.2% | $13,914-20.2% | $13,402-17.1% |