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 | $398,142 | $178,174+123.5% | $156,181+154.9% | $137,256+190.1% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.8%+3.5pp | 80.0%+2.4pp |
| Annual return | 18.48% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $9,260 | $4,972+86.3% | $4,294+115.7% | $4,156+122.8% |
| Participant deferral / active EE | $8,613 | $6,888+25.0% | $6,132+40.5% | $6,407+34.4% |
| Admin fee / account holder | $14,174 | $17,404-18.6% | $14,586-2.8% | $12,270+15.5% |