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 | $297,087 | $168,635+76.2% | $147,617+101.3% | $125,389+136.9% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | 5.24% | 77.65%-72.4pp | 61.98%-56.7pp | 282.24%-277.0pp |
| Employer contribution / active EE | $2,478 | $6,252-60.4% | $5,564-55.5% | $4,866-49.1% |
| Participant deferral / active EE | $6,555 | $5,507+19.0% | $4,895+33.9% | $5,352+22.5% |
| Admin fee / account holder | $1,432 | $13,580-89.5% | $11,612-87.7% | $9,541-85.0% |