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 | $304,853 | $165,399+84.3% | $149,745+103.6% | $158,982+91.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 18.64% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.3pp |
| Employer contribution / active EE | $3,628 | $5,105-28.9% | $4,646-21.9% | $4,763-23.8% |
| Participant deferral / active EE | $2,415 | $7,183-66.4% | $6,843-64.7% | $5,983-59.6% |
| Admin fee / account holder | $38,269 | $10,811+254.0% | $9,312+311.0% | $11,252+240.1% |