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 | $401,525 | $155,555+158.1% | $146,866+173.4% | $155,188+158.7% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 15.52% | 115.41%-99.9pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $7,690 | $4,647+65.5% | $4,425+73.8% | $4,248+81.0% |
| Participant deferral / active EE | $24,557 | $8,044+205.3% | $7,759+216.5% | $6,531+276.0% |
| Admin fee / account holder | $4,520 | $14,755-69.4% | $13,620-66.8% | $14,480-68.8% |