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 | $398,977 | $199,109+100.4% | $173,730+129.7% | $154,746+157.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.98% | 20.02%-7.0pp | 19.96%-7.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $3,084 | $5,311-41.9% | $4,577-32.6% | $4,379-29.6% |
| Participant deferral / active EE | $7,270 | $7,113+2.2% | $6,326+14.9% | $6,730+8.0% |
| Admin fee / account holder | $19,457 | $20,916-7.0% | $17,523+11.0% | $14,365+35.4% |