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 | $328,723 | $172,111+91.0% | $150,298+118.7% | $137,256+139.5% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 21.93% | 69.37%-47.4pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $8,272 | $4,636+78.4% | $4,154+99.1% | $4,156+99.0% |
| Participant deferral / active EE | $4,807 | $6,166-22.0% | $5,453-11.8% | $6,407-25.0% |
| Admin fee / account holder | $3,867 | $16,471-76.5% | $14,116-72.6% | $12,270-68.5% |