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 | $124,980+207.1% | $108,359+254.2% | $154,746+148.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 14.63% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $8,919 | $2,851+212.9% | $2,399+271.7% | $4,379+103.7% |
| Participant deferral / active EE | $4,342 | $4,743-8.5% | $4,137+4.9% | $6,730-35.5% |
| Admin fee / account holder | $1,050 | $11,502-90.9% | $9,741-89.2% | $14,365-92.7% |