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 | $387,025 | $154,228+150.9% | $145,433+166.1% | $137,256+182.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.27% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,198 | $4,804+29.0% | $4,554+36.1% | $4,156+49.1% |
| Participant deferral / active EE | $17,659 | $8,216+114.9% | $7,897+123.6% | $6,407+175.6% |
| Admin fee / account holder | $23,087 | $14,344+61.0% | $13,129+75.8% | $12,270+88.2% |