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 | $458,362 | $178,174+157.3% | $156,181+193.5% | $137,256+233.9% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 14.92% | 84.19%-69.3pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,531 | $4,972-49.1% | $4,294-41.1% | $4,156-39.1% |
| Participant deferral / active EE | $8,047 | $6,888+16.8% | $6,132+31.2% | $6,407+25.6% |
| Admin fee / account holder | $2,704 | $17,404-84.5% | $14,586-81.5% | $12,270-78.0% |