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 | $303,816 | $183,539+65.5% | $155,556+95.3% | $145,897+108.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 11.32% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,535 | $5,315-33.5% | $4,675-24.4% | $4,663-24.2% |
| Participant deferral / active EE | $10,362 | $6,467+60.2% | $5,631+84.0% | $6,689+54.9% |
| Admin fee / account holder | $11,106 | $19,275-42.4% | $15,885-30.1% | $13,390-17.1% |