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 | $404,501 | $154,228+162.3% | $145,433+178.1% | $137,256+194.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,926 | $4,804+44.2% | $4,554+52.1% | $4,156+66.6% |
| Participant deferral / active EE | $9,909 | $8,216+20.6% | $7,897+25.5% | $6,407+54.7% |
| Admin fee / account holder | $5,567 | $14,344-61.2% | $13,129-57.6% | $12,270-54.6% |