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 | $174,379+80.0% | $152,093+106.4% | $138,895+126.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.14% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $6,726 | $4,652+44.6% | $4,175+61.1% | $4,194+60.4% |
| Participant deferral / active EE | $6,984 | $6,159+13.4% | $5,451+28.1% | $6,396+9.2% |
| Admin fee / account holder | $7,361 | $16,880-56.4% | $14,497-49.2% | $12,562-41.4% |