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 | $332,776 | $148,629+123.9% | $135,982+144.7% | $139,487+138.6% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 17.67% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $31,974 | $5,247+509.4% | $4,859+558.0% | $4,755+572.5% |
| Participant deferral / active EE | $22,581 | $8,102+178.7% | $7,760+191.0% | $6,713+236.4% |
| Admin fee / account holder | $3,753 | $12,406-69.8% | $10,767-65.1% | $11,407-67.1% |