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 | $281,680 | $148,623+89.5% | $135,974+107.2% | $139,466+102.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.49% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.2pp |
| Employer contribution / active EE | $4,213 | $5,246-19.7% | $4,859-13.3% | $4,754-11.4% |
| Participant deferral / active EE | $8,014 | $8,103-1.1% | $7,760+3.3% | $6,712+19.4% |
| Admin fee / account holder | $10,788 | $12,406-13.0% | $10,767+0.2% | $11,409-5.4% |