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 | $312,140 | $165,381+88.7% | $149,730+108.5% | $158,966+96.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.29% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.7pp |
| Employer contribution / active EE | $1,980 | $5,104-61.2% | $4,645-57.4% | $4,762-58.4% |
| Participant deferral / active EE | $14,300 | $7,182+99.1% | $6,843+109.0% | $5,983+139.0% |
| Admin fee / account holder | $4,134 | $10,809-61.8% | $9,310-55.6% | $11,250-63.3% |