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 | $392,475 | $148,623+164.1% | $135,974+188.6% | $139,466+181.4% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 14.38% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.3pp |
| Employer contribution / active EE | $13,796 | $5,246+163.0% | $4,859+183.9% | $4,754+190.2% |
| Participant deferral / active EE | $11,370 | $8,103+40.3% | $7,760+46.5% | $6,712+69.4% |
| Admin fee / account holder | $3,908 | $12,406-68.5% | $10,767-63.7% | $11,409-65.7% |