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 | $351,345 | $181,062+94.0% | $158,223+122.1% | $155,188+126.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.52% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,371 | $4,565-48.1% | $4,109-42.3% | $4,248-44.2% |
| Participant deferral / active EE | $7,716 | $6,134+25.8% | $5,467+41.1% | $6,531+18.1% |
| Admin fee / account holder | $3,831 | $18,825-79.7% | $16,047-76.1% | $14,480-73.5% |