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 | $363,312 | $148,629+144.4% | $135,982+167.2% | $139,487+160.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 19.81% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $2,920 | $5,247-44.4% | $4,859-39.9% | $4,755-38.6% |
| Participant deferral / active EE | $10,106 | $8,102+24.7% | $7,760+30.2% | $6,713+50.6% |
| Admin fee / account holder | $2,416 | $12,406-80.5% | $10,767-77.6% | $11,407-78.8% |