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 | $460,486 | $227,399+102.5% | $189,758+142.7% | $198,609+131.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 18.31% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $7,958 | $5,526+44.0% | $4,767+67.0% | $5,055+57.4% |
| Participant deferral / active EE | $6,036 | $6,837-11.7% | $5,856+3.1% | $6,977-13.5% |
| Admin fee / account holder | $4,258 | $25,162-83.1% | $20,388-79.1% | $19,030-77.6% |