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 | $371,969 | $156,398+137.8% | $147,318+152.5% | $138,895+167.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.73% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $18,162 | $4,853+274.2% | $4,593+295.4% | $4,194+333.0% |
| Participant deferral / active EE | $13,737 | $8,237+66.8% | $7,906+73.7% | $6,396+114.8% |
| Admin fee / account holder | $8,194 | $14,976-45.3% | $13,708-40.2% | $12,562-34.8% |