Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $403,395 | $182,442+121.1% | $163,379+146.9% | $138,895+190.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.25% | 72.74%-59.5pp | 63.41%-50.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $4,650 | $4,159+11.8% | $3,752+23.9% | $4,194+10.9% |
| Participant deferral / active EE | $23,500 | $6,817+244.7% | $6,282+274.1% | $6,396+267.4% |
| Admin fee / account holder | $15,467 | $10,396+48.8% | $9,818+57.5% | $12,562+23.1% |