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 | $400,498 | $176,105+127.4% | $159,474+151.1% | $167,536+139.1% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.54% | 331.91%-321.4pp | 263.68%-253.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $10,759 | $5,299+103.1% | $4,831+122.7% | $4,839+122.3% |
| Participant deferral / active EE | $3,463 | $7,751-55.3% | $7,353-52.9% | $6,342-45.4% |
| Admin fee / account holder | $2,961 | $12,559-76.4% | $10,802-72.6% | $12,315-76.0% |