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 | $391,942 | $168,636+132.4% | $147,618+165.5% | $125,388+212.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.90% | 77.65%-74.8pp | 61.98%-59.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $5,220 | $6,252-16.5% | $5,565-6.2% | $4,866+7.3% |
| Participant deferral / active EE | $10,800 | $5,507+96.1% | $4,895+120.6% | $5,352+101.8% |
| Admin fee / account holder | $16,457 | $13,580+21.2% | $11,612+41.7% | $9,541+72.5% |