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 | $383,760 | $156,616+145.0% | $133,346+187.8% | $198,609+93.2% |
| Participation rate | 90.0% | 77.7%+12.3pp | 72.8%+17.2pp | 82.4%+7.6pp |
| Annual return | 14.63% | 44.25%-29.6pp | 36.85%-22.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $8,919 | $3,368+164.8% | $2,853+212.6% | $5,055+76.4% |
| Participant deferral / active EE | $4,342 | $4,920-11.8% | $4,332+0.2% | $6,977-37.8% |
| Admin fee / account holder | $1,050 | $17,468-94.0% | $14,264-92.6% | $19,030-94.5% |