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 | $392,923 | $162,136+142.3% | $152,301+158.0% | $154,746+153.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 15.55% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,485 | $4,890-28.7% | $4,624-24.6% | $4,379-20.4% |
| Participant deferral / active EE | $8,201 | $8,341-1.7% | $8,004+2.5% | $6,730+21.8% |
| Admin fee / account holder | $4,627 | $15,759-70.6% | $14,398-67.9% | $14,365-67.8% |