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 | $354,937 | $217,432+63.2% | $185,849+91.0% | $167,536+111.9% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 16.08% | 148.42%-132.3pp | 122.10%-106.0pp | 478.82%-462.7pp |
| Employer contribution / active EE | $19,337 | $5,875+229.2% | $5,169+274.1% | $4,839+299.6% |
| Participant deferral / active EE | $2,451 | $6,357-61.4% | $5,569-56.0% | $6,342-61.4% |
| Admin fee / account holder | $2,180 | $19,818-89.0% | $16,244-86.6% | $12,315-82.3% |