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 | $284,421 | $201,370+41.2% | $184,256+54.4% | $145,897+94.9% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 14.58% | 29.05%-14.5pp | 28.85%-14.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $7,466 | $7,024+6.3% | $6,427+16.2% | $4,663+60.1% |
| Participant deferral / active EE | $16,173 | $9,808+64.9% | $9,133+77.1% | $6,689+141.8% |
| Admin fee / account holder | $23,553 | $16,364+43.9% | $13,899+69.5% | $13,390+75.9% |