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 | $285,418 | $159,978+78.4% | $147,041+94.1% | $145,978+95.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.48% | 98.36%-83.9pp | 419.21%-404.7pp | 550.52%-536.0pp |
| Employer contribution / active EE | $4,504 | $5,288-14.8% | $4,935-8.7% | $4,662-3.4% |
| Participant deferral / active EE | $11,419 | $8,429+35.5% | $8,071+41.5% | $6,690+70.7% |
| Admin fee / account holder | $12,258 | $15,053-18.6% | $13,006-5.8% | $13,400-8.5% |