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 | $336,190 | $209,336+60.6% | $197,124+70.5% | $137,256+144.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.65% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $15,359 | $6,591+133.0% | $6,227+146.6% | $4,156+269.6% |
| Participant deferral / active EE | $16,190 | $9,614+68.4% | $9,135+77.2% | $6,407+152.7% |
| Admin fee / account holder | $2,157 | $17,308-87.5% | $16,298-86.8% | $12,270-82.4% |