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 | $291,304 | $183,592+58.7% | $155,574+87.2% | $145,877+99.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.57% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,363 | $5,317-36.7% | $4,676-28.1% | $4,663-27.9% |
| Participant deferral / active EE | $10,738 | $6,466+66.1% | $5,629+90.7% | $6,691+60.5% |
| Admin fee / account holder | $4,507 | $19,316-76.7% | $15,914-71.7% | $13,402-66.4% |