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 | $389,215 | $154,228+152.4% | $145,433+167.6% | $137,256+183.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 15.57% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,575 | $4,804+16.1% | $4,554+22.4% | $4,156+34.1% |
| Participant deferral / active EE | $14,879 | $8,216+81.1% | $7,897+88.4% | $6,407+132.2% |
| Admin fee / account holder | $4,297 | $14,344-70.0% | $13,129-67.3% | $12,270-65.0% |