Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $381,352 | $154,228+147.3% | $145,433+162.2% | $137,256+177.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.69% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $16,757 | $4,804+248.8% | $4,554+267.9% | $4,156+303.2% |
| Participant deferral / active EE | $21,790 | $8,216+165.2% | $7,897+175.9% | $6,407+240.1% |
| Admin fee / account holder | $21,395 | $14,344+49.2% | $13,129+63.0% | $12,270+74.4% |