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 | $326,930 | $156,398+109.0% | $147,318+121.9% | $138,895+135.4% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 18.45% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,481 | $4,853-7.7% | $4,593-2.4% | $4,194+6.8% |
| Participant deferral / active EE | $7,582 | $8,237-8.0% | $7,906-4.1% | $6,396+18.5% |
| Admin fee / account holder | $24,991 | $14,976+66.9% | $13,708+82.3% | $12,562+98.9% |