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 | $277,735 | $157,304+76.6% | $141,197+96.7% | $152,909+81.6% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 29.41% | 64.34%-34.9pp | 71.41%-42.0pp | 345.46%-316.1pp |
| Employer contribution / active EE | $7,700 | $5,263+46.3% | $4,736+62.6% | $4,764+61.6% |
| Participant deferral / active EE | $9,202 | $7,111+29.4% | $6,710+37.1% | $5,851+57.3% |
| Admin fee / account holder | $4,657 | $12,126-61.6% | $10,265-54.6% | $11,601-59.9% |