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 | $303,999 | $202,463+50.2% | $169,397+79.5% | $139,487+117.9% |
| Participation rate | 88.2% | 81.1%+7.1pp | 77.2%+11.1pp | 80.3%+7.9pp |
| Annual return | 24.31% | 532.64%-508.3pp | 406.23%-381.9pp | 373.84%-349.5pp |
| Employer contribution / active EE | $2,532 | $4,694-46.1% | $4,013-36.9% | $4,755-46.8% |
| Participant deferral / active EE | $7,430 | $6,941+7.0% | $6,223+19.4% | $6,713+10.7% |
| Admin fee / account holder | $4,261 | $10,726-60.3% | $9,017-52.7% | $11,407-62.6% |