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 | $451,323 | $165,361+172.9% | $149,715+201.5% | $158,950+183.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.96% | 348.24%-332.3pp | 276.66%-260.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $3,711 | $5,103-27.3% | $4,645-20.1% | $4,762-22.1% |
| Participant deferral / active EE | $8,681 | $7,182+20.9% | $6,842+26.9% | $5,983+45.1% |
| Admin fee / account holder | $11,263 | $10,808+4.2% | $9,310+21.0% | $11,248+0.1% |