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 | $371,753 | $202,440+83.6% | $169,390+119.5% | $139,466+166.6% |
| Participation rate | 81.0% | 81.1%-0.2pp | 77.2%+3.8pp | 80.3%+0.6pp |
| Annual return | 19.28% | 532.36%-513.1pp | 406.07%-386.8pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,318 | $4,693-50.6% | $4,013-42.2% | $4,754-51.2% |
| Participant deferral / active EE | $17,131 | $6,940+146.8% | $6,222+175.3% | $6,712+155.2% |
| Admin fee / account holder | $621 | $10,722-94.2% | $9,015-93.1% | $11,409-94.6% |