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 | $284,975 | $154,228+84.8% | $145,433+95.9% | $137,256+107.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $14,738 | $4,804+206.8% | $4,554+223.6% | $4,156+254.6% |
| Participant deferral / active EE | $5,717 | $8,216-30.4% | $7,897-27.6% | $6,407-10.8% |
| Admin fee / account holder | $3,551 | $14,344-75.2% | $13,129-73.0% | $12,270-71.1% |