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 | $313,289 | $275,752+13.6% | $256,809+22.0% | $198,609+57.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 34.20% | 34.81%-0.6pp | 32.73%+1.5pp | 202.70%-168.5pp |
| Employer contribution / active EE | $3,473 | $7,721-55.0% | $7,263-52.2% | $5,055-31.3% |
| Participant deferral / active EE | $20,950 | $10,037+108.7% | $9,520+120.1% | $6,977+200.3% |
| Admin fee / account holder | $593 | $25,716-97.7% | $25,146-97.6% | $19,030-96.9% |