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 | $383,591 | $172,111+122.9% | $150,298+155.2% | $137,256+179.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.44% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,966 | $4,636+50.2% | $4,154+67.7% | $4,156+67.6% |
| Participant deferral / active EE | $11,986 | $6,166+94.4% | $5,453+119.8% | $6,407+87.1% |
| Admin fee / account holder | $5,319 | $16,471-67.7% | $14,116-62.3% | $12,270-56.7% |