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 | $305,846 | $178,174+71.7% | $156,181+95.8% | $137,256+122.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.51% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,156 | $4,972-56.6% | $4,294-49.8% | $4,156-48.1% |
| Participant deferral / active EE | $9,179 | $6,888+33.3% | $6,132+49.7% | $6,407+43.3% |
| Admin fee / account holder | $2,873 | $17,404-83.5% | $14,586-80.3% | $12,270-76.6% |