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 | $291,523 | $178,174+63.6% | $156,181+86.7% | $137,256+112.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.92% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $8,333 | $4,972+67.6% | $4,294+94.1% | $4,156+100.5% |
| Participant deferral / active EE | $10,694 | $6,888+55.3% | $6,132+74.4% | $6,407+66.9% |
| Admin fee / account holder | $947 | $17,404-94.6% | $14,586-93.5% | $12,270-92.3% |