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 | $313,951 | $181,062+73.4% | $158,223+98.4% | $155,188+102.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.14% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $6,726 | $4,565+47.4% | $4,109+63.7% | $4,248+58.3% |
| Participant deferral / active EE | $6,984 | $6,134+13.9% | $5,467+27.8% | $6,531+6.9% |
| Admin fee / account holder | $7,361 | $18,825-60.9% | $16,047-54.1% | $14,480-49.2% |