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 | $362,687 | $125,237+189.6% | $105,608+243.4% | $145,877+148.6% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 8.71% | 225.76%-217.0pp | 116.50%-107.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,026 | $3,720-18.7% | $3,167-4.4% | $4,663-35.1% |
| Participant deferral / active EE | $12,081 | $5,711+111.6% | $5,010+141.2% | $6,691+80.6% |
| Admin fee / account holder | $3,210 | $17,287-81.4% | $11,028-70.9% | $13,402-76.1% |