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 | $407,703 | $275,752+47.9% | $256,809+58.8% | $198,609+105.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.53% | 34.81%-23.3pp | 32.73%-21.2pp | 202.70%-191.2pp |
| Employer contribution / active EE | $14,335 | $7,721+85.7% | $7,263+97.4% | $5,055+183.6% |
| Participant deferral / active EE | $11,732 | $10,037+16.9% | $9,520+23.2% | $6,977+68.2% |
| Admin fee / account holder | $122,660 | $25,716+377.0% | $25,146+387.8% | $19,030+544.5% |