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 | $303,711 | $156,398+94.2% | $147,318+106.2% | $138,895+118.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.36% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $4,469 | $4,853-7.9% | $4,593-2.7% | $4,194+6.5% |
| Participant deferral / active EE | $16,062 | $8,237+95.0% | $7,906+103.1% | $6,396+151.1% |
| Admin fee / account holder | $22,515 | $14,976+50.3% | $13,708+64.3% | $12,562+79.2% |