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 | $327,632 | $181,062+81.0% | $158,223+107.1% | $155,188+111.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.01% | 57.39%-45.4pp | 52.09%-40.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $11,852 | $4,565+159.6% | $4,109+188.4% | $4,248+179.0% |
| Participant deferral / active EE | $12,627 | $6,134+105.8% | $5,467+131.0% | $6,531+93.3% |
| Admin fee / account holder | $6,794 | $18,825-63.9% | $16,047-57.7% | $14,480-53.1% |