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 | $406,512 | $227,291+78.9% | $214,702+89.3% | $155,188+161.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.09% | 60.08%-43.0pp | 54.55%-37.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $15,371 | $6,772+127.0% | $6,461+137.9% | $4,248+261.9% |
| Participant deferral / active EE | $10,078 | $9,582+5.2% | $9,147+10.2% | $6,531+54.3% |
| Admin fee / account holder | $2,215 | $20,413-89.1% | $19,830-88.8% | $14,480-84.7% |