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 | $258,887 | $154,228+67.9% | $145,433+78.0% | $137,256+88.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $16,035 | $4,804+233.8% | $4,554+252.1% | $4,156+285.8% |
| Participant deferral / active EE | $6,275 | $8,216-23.6% | $7,897-20.5% | $6,407-2.1% |
| Admin fee / account holder | $447 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |