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 | $424,493 | $183,539+131.3% | $155,556+172.9% | $145,897+191.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.20% | 61.31%-44.1pp | 64.84%-47.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,482 | $5,315-34.5% | $4,675-25.5% | $4,663-25.3% |
| Participant deferral / active EE | $9,630 | $6,467+48.9% | $5,631+71.0% | $6,689+44.0% |
| Admin fee / account holder | $7,788 | $19,275-59.6% | $15,885-51.0% | $13,390-41.8% |