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 | $363,643 | $165,399+119.9% | $149,745+142.8% | $158,982+128.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 16.84% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $7,951 | $5,105+55.8% | $4,646+71.1% | $4,763+66.9% |
| Participant deferral / active EE | $12,265 | $7,183+70.7% | $6,843+79.2% | $5,983+105.0% |
| Admin fee / account holder | $54,480 | $10,811+403.9% | $9,312+485.1% | $11,252+384.2% |