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 | $305,959 | $185,312+65.1% | $161,489+89.5% | $154,746+97.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.41% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $6,000 | $4,769+25.8% | $4,268+40.6% | $4,379+37.0% |
| Participant deferral / active EE | $5,480 | $6,350-13.7% | $5,630-2.7% | $6,730-18.6% |
| Admin fee / account holder | $4,386 | $18,654-76.5% | $16,006-72.6% | $14,365-69.5% |