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 | $299,833 | $174,379+71.9% | $152,093+97.1% | $138,895+115.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 28.34% | 74.86%-46.5pp | 66.36%-38.0pp | 145.39%-117.0pp |
| Employer contribution / active EE | $3,212 | $4,652-30.9% | $4,175-23.1% | $4,194-23.4% |
| Participant deferral / active EE | $10,716 | $6,159+74.0% | $5,451+96.6% | $6,396+67.5% |
| Admin fee / account holder | $891 | $16,880-94.7% | $14,497-93.9% | $12,562-92.9% |