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 | $284,501 | $148,629+91.4% | $135,982+109.2% | $139,487+104.0% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 14.12% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $4,522 | $5,247-13.8% | $4,859-6.9% | $4,755-4.9% |
| Participant deferral / active EE | $13,407 | $8,102+65.5% | $7,760+72.8% | $6,713+99.7% |
| Admin fee / account holder | $13,500 | $12,406+8.8% | $10,767+25.4% | $11,407+18.3% |