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 | $411,068 | $185,312+121.8% | $161,489+154.5% | $154,746+165.6% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 10.56% | 103.84%-93.3pp | 89.72%-79.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $17,570 | $4,769+268.4% | $4,268+311.6% | $4,379+301.2% |
| Participant deferral / active EE | $17,082 | $6,350+169.0% | $5,630+203.4% | $6,730+153.8% |
| Admin fee / account holder | $109,068 | $18,654+484.7% | $16,006+581.4% | $14,365+659.3% |