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 | $377,705 | $201,344+87.6% | $184,243+105.0% | $145,877+158.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.48% | 29.01%-16.5pp | 28.82%-16.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,484 | $7,022-64.6% | $6,427-61.4% | $4,663-46.7% |
| Participant deferral / active EE | $10,418 | $9,807+6.2% | $9,132+14.1% | $6,691+55.7% |
| Admin fee / account holder | $167,670 | $16,382+923.5% | $13,914+1105.1% | $13,402+1151.1% |