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 | $342,689 | $154,228+122.2% | $145,433+135.6% | $137,256+149.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.57% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,861 | $4,804+1.2% | $4,554+6.7% | $4,156+17.0% |
| Participant deferral / active EE | $14,385 | $8,216+75.1% | $7,897+82.2% | $6,407+124.5% |
| Admin fee / account holder | $2,851 | $14,344-80.1% | $13,129-78.3% | $12,270-76.8% |