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 | $301,973 | $162,785+85.5% | $133,959+125.4% | $158,950+90.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 10.14% | 41.94%-31.8pp | 45.09%-35.0pp | 302.91%-292.8pp |
| Employer contribution / active EE | $7,685 | $4,975+54.5% | $3,919+96.1% | $4,762+61.4% |
| Participant deferral / active EE | $12,531 | $5,910+112.0% | $5,047+148.3% | $5,983+109.5% |
| Admin fee / account holder | $26,491 | $11,738+125.7% | $8,928+196.7% | $11,248+135.5% |