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 | $317,592 | $154,228+105.9% | $145,433+118.4% | $137,256+131.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $12,179 | $4,804+153.5% | $4,554+167.4% | $4,156+193.0% |
| Participant deferral / active EE | $16,904 | $8,216+105.7% | $7,897+114.0% | $6,407+163.8% |
| Admin fee / account holder | $430 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |