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 | $332,547 | $154,228+115.6% | $145,433+128.7% | $137,256+142.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 14.04% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,407 | $4,804-49.9% | $4,554-47.1% | $4,156-42.1% |
| Participant deferral / active EE | $23,071 | $8,216+180.8% | $7,897+192.1% | $6,407+260.1% |
| Admin fee / account holder | $80,337 | $14,344+460.1% | $13,129+511.9% | $12,270+554.7% |