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 | $308,972 | $217,427+42.1% | $185,837+66.3% | $167,518+84.4% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 27.85% | 148.39%-120.5pp | 122.08%-94.2pp | 478.71%-450.9pp |
| Employer contribution / active EE | $3,607 | $5,874-38.6% | $5,168-30.2% | $4,838-25.5% |
| Participant deferral / active EE | $4,029 | $6,357-36.6% | $5,568-27.7% | $6,342-36.5% |
| Admin fee / account holder | $853 | $19,816-95.7% | $16,241-94.7% | $12,312-93.1% |