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 | $332,600 | $184,014+80.7% | $161,149+106.4% | $138,895+139.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.90% | 21.52%-7.6pp | 21.16%-7.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $18,544 | $5,055+266.8% | $4,360+325.3% | $4,194+342.1% |
| Participant deferral / active EE | $19,364 | $6,909+180.3% | $6,153+214.7% | $6,396+202.7% |
| Admin fee / account holder | $26,916 | $18,027+49.3% | $15,194+77.1% | $12,562+114.3% |