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 | $442,739 | $172,111+157.2% | $150,298+194.6% | $137,256+222.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.48% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,337 | $4,636+36.7% | $4,154+52.5% | $4,156+52.5% |
| Participant deferral / active EE | $9,771 | $6,166+58.5% | $5,453+79.2% | $6,407+52.5% |
| Admin fee / account holder | $18,807 | $16,471+14.2% | $14,116+33.2% | $12,270+53.3% |