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 | $342,538 | $227,399+50.6% | $189,758+80.5% | $198,609+72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.28% | 61.03%-47.8pp | 52.62%-39.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $5,384 | $5,526-2.6% | $4,767+13.0% | $5,055+6.5% |
| Participant deferral / active EE | $23,246 | $6,837+240.0% | $5,856+297.0% | $6,977+233.2% |
| Admin fee / account holder | $8,620 | $25,162-65.7% | $20,388-57.7% | $19,030-54.7% |