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 | $355,044 | $157,276+125.7% | $141,177+151.5% | $152,885+132.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.82% | 64.33%-47.5pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $5,951 | $5,262+13.1% | $4,736+25.7% | $4,763+24.9% |
| Participant deferral / active EE | $11,880 | $7,110+67.1% | $6,710+77.1% | $5,851+103.0% |
| Admin fee / account holder | $12,863 | $12,123+6.1% | $10,263+25.3% | $11,598+10.9% |