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 | $365,702 | $185,905+96.7% | $170,057+115.0% | $139,487+162.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.09% | 60.56%-49.5pp | 53.42%-42.3pp | 373.84%-362.7pp |
| Employer contribution / active EE | $5,137 | $7,597-32.4% | $6,790-24.4% | $4,755+8.0% |
| Participant deferral / active EE | $8,083 | $11,627-30.5% | $10,411-22.4% | $6,713+20.4% |
| Admin fee / account holder | $11,979 | $15,397-22.2% | $12,826-6.6% | $11,407+5.0% |