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 | $334,549 | $157,829+112.0% | $136,867+144.4% | $198,609+68.4% |
| Participation rate | 86.4% | 77.2%+9.2pp | 74.5%+11.8pp | 82.4%+4.0pp |
| Annual return | 7.91% | 51.25%-43.3pp | 42.97%-35.1pp | 202.70%-194.8pp |
| Employer contribution / active EE | $5,447 | $3,923+38.9% | $3,547+53.6% | $5,055+7.8% |
| Participant deferral / active EE | $9,540 | $5,463+74.6% | $4,924+93.8% | $6,977+36.7% |
| Admin fee / account holder | $10,418 | $11,107-6.2% | $10,340+0.8% | $19,030-45.3% |