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 | $402,493 | $172,111+133.9% | $150,298+167.8% | $137,256+193.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 24.75% | 69.37%-44.6pp | 62.79%-38.0pp | 220.34%-195.6pp |
| Employer contribution / active EE | $16,652 | $4,636+259.2% | $4,154+300.9% | $4,156+300.7% |
| Participant deferral / active EE | $5,393 | $6,166-12.5% | $5,453-1.1% | $6,407-15.8% |
| Admin fee / account holder | $607 | $16,471-96.3% | $14,116-95.7% | $12,270-95.1% |