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 | $290,945 | $154,228+88.6% | $145,433+100.1% | $137,256+112.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.79% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $5,458 | $4,804+13.6% | $4,554+19.8% | $4,156+31.3% |
| Participant deferral / active EE | $12,364 | $8,216+50.5% | $7,897+56.6% | $6,407+93.0% |
| Admin fee / account holder | $437 | $14,344-97.0% | $13,129-96.7% | $12,270-96.4% |