Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $353,188 | $165,381+113.6% | $149,730+135.9% | $158,966+122.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.52% | 348.29%-319.8pp | 276.70%-248.2pp | 302.95%-274.4pp |
| Employer contribution / active EE | $2,996 | $5,104-41.3% | $4,645-35.5% | $4,762-37.1% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $11,156 | $10,809+3.2% | $9,310+19.8% | $11,250-0.8% |