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 | $279,406 | $154,228+81.2% | $145,433+92.1% | $137,256+103.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.32% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $10,721 | $4,804+123.2% | $4,554+135.4% | $4,156+158.0% |
| Participant deferral / active EE | $11,622 | $8,216+41.4% | $7,897+47.2% | $6,407+81.4% |
| Admin fee / account holder | $2,434 | $14,344-83.0% | $13,129-81.5% | $12,270-80.2% |