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 | $280,297 | $155,555+80.2% | $146,866+90.9% | $155,188+80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.38% | 115.41%-99.0pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $5,023 | $4,647+8.1% | $4,425+13.5% | $4,248+18.3% |
| Participant deferral / active EE | $19,148 | $8,044+138.0% | $7,759+146.8% | $6,531+193.2% |
| Admin fee / account holder | $1,199 | $14,755-91.9% | $13,620-91.2% | $14,480-91.7% |