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 | $347,663 | $172,111+102.0% | $150,298+131.3% | $137,256+153.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 15.04% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,280 | $4,636-50.8% | $4,154-45.1% | $4,156-45.1% |
| Participant deferral / active EE | $9,417 | $6,166+52.7% | $5,453+72.7% | $6,407+47.0% |
| Admin fee / account holder | $3,562 | $16,471-78.4% | $14,116-74.8% | $12,270-71.0% |