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 | $287,605 | $174,379+64.9% | $152,093+89.1% | $138,895+107.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.65% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $8,608 | $4,652+85.0% | $4,175+106.2% | $4,194+105.2% |
| Participant deferral / active EE | $11,781 | $6,159+91.3% | $5,451+116.1% | $6,396+84.2% |
| Admin fee / account holder | $2,654 | $16,880-84.3% | $14,497-81.7% | $12,562-78.9% |