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 | $392,876 | $154,228+154.7% | $145,433+170.1% | $137,256+186.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,296 | $4,804+72.7% | $4,554+82.2% | $4,156+99.6% |
| Participant deferral / active EE | $11,557 | $8,216+40.7% | $7,897+46.3% | $6,407+80.4% |
| Admin fee / account holder | $4,932 | $14,344-65.6% | $13,129-62.4% | $12,270-59.8% |