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 | $432,542 | $175,231+146.8% | $149,696+188.9% | $139,466+210.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.34% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $3,429 | $5,478-37.4% | $4,821-28.9% | $4,754-27.9% |
| Participant deferral / active EE | $14,433 | $6,521+121.3% | $5,682+154.0% | $6,712+115.0% |
| Admin fee / account holder | $2,408 | $16,155-85.1% | $13,212-81.8% | $11,409-78.9% |