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 | $162,136+59.7% | $152,301+70.0% | $154,746+67.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 16.67% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $16,035 | $4,890+227.9% | $4,624+246.8% | $4,379+266.2% |
| Participant deferral / active EE | $6,275 | $8,341-24.8% | $8,004-21.6% | $6,730-6.8% |
| Admin fee / account holder | $447 | $15,759-97.2% | $14,398-96.9% | $14,365-96.9% |