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 | $313,452 | $162,136+93.3% | $152,301+105.8% | $154,746+102.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 14.14% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,021 | $4,890-79.1% | $4,624-77.9% | $4,379-76.7% |
| Participant deferral / active EE | $9,806 | $8,341+17.6% | $8,004+22.5% | $6,730+45.7% |
| Admin fee / account holder | $53,033 | $15,759+236.5% | $14,398+268.3% | $14,365+269.2% |