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 | $359,641 | $239,571+50.1% | $183,328+96.2% | $137,256+162.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.73% | 35.69%-21.0pp | 29.67%-14.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,639 | $6,148-73.3% | $5,055-67.6% | $4,156-60.6% |
| Participant deferral / active EE | $5,181 | $7,995-35.2% | $6,795-23.8% | $6,407-19.1% |
| Admin fee / account holder | $42,572 | $30,059+41.6% | $21,427+98.7% | $12,270+247.0% |