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 | $344,389 | $156,398+120.2% | $147,318+133.8% | $138,895+147.9% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 79.9%+5.1pp |
| Annual return | 14.39% | 78.75%-64.4pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $11,391 | $4,853+134.7% | $4,593+148.0% | $4,194+171.6% |
| Participant deferral / active EE | $16,743 | $8,237+103.3% | $7,906+111.8% | $6,396+161.8% |
| Admin fee / account holder | $104,749 | $14,976+599.5% | $13,708+664.2% | $12,562+733.8% |