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 | $341,001 | $157,296+116.8% | $141,191+141.5% | $152,897+123.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 21.02% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,101 | $5,262-79.1% | $4,736-76.7% | $4,764-76.9% |
| Participant deferral / active EE | $9,706 | $7,111+36.5% | $6,710+44.7% | $5,851+65.9% |
| Admin fee / account holder | $38,118 | $12,125+214.4% | $10,264+271.4% | $11,599+228.6% |