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 | $183,592+65.5% | $155,574+95.3% | $145,877+108.3% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 11.32% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,535 | $5,317-33.5% | $4,676-24.4% | $4,663-24.2% |
| Participant deferral / active EE | $10,362 | $6,466+60.3% | $5,629+84.1% | $6,691+54.9% |
| Admin fee / account holder | $11,106 | $19,316-42.5% | $15,914-30.2% | $13,402-17.1% |