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 | $274,920 | $148,623+85.0% | $135,974+102.2% | $139,466+97.1% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 16.37% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $5,024 | $5,246-4.2% | $4,859+3.4% | $4,754+5.7% |
| Participant deferral / active EE | $14,041 | $8,103+73.3% | $7,760+80.9% | $6,712+109.2% |
| Admin fee / account holder | $16,340 | $12,406+31.7% | $10,767+51.8% | $11,409+43.2% |