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 | $371,897 | $111,535+233.4% | $105,223+253.4% | $137,256+171.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.51% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,251 | $3,939-42.8% | $3,689-39.0% | $4,156-45.8% |
| Participant deferral / active EE | $12,628 | $5,500+129.6% | $5,072+149.0% | $6,407+97.1% |
| Admin fee / account holder | $24,355 | $9,721+150.5% | $8,859+174.9% | $12,270+98.5% |