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 | $333,796 | $178,174+87.3% | $156,181+113.7% | $137,256+143.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 15.34% | 84.19%-68.9pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $14,022 | $4,972+182.0% | $4,294+226.5% | $4,156+237.4% |
| Participant deferral / active EE | $8,664 | $6,888+25.8% | $6,132+41.3% | $6,407+35.2% |
| Admin fee / account holder | $2,045 | $17,404-88.3% | $14,586-86.0% | $12,270-83.3% |