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 | $361,292 | $156,398+131.0% | $147,318+145.2% | $138,895+160.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.41% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $6,333 | $4,853+30.5% | $4,593+37.9% | $4,194+51.0% |
| Participant deferral / active EE | $14,917 | $8,237+81.1% | $7,906+88.7% | $6,396+133.2% |
| Admin fee / account holder | $43,225 | $14,976+188.6% | $13,708+215.3% | $12,562+244.1% |