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 | $341,765 | $175,231+95.0% | $149,696+128.3% | $139,466+145.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.59% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $6,290 | $5,478+14.8% | $4,821+30.5% | $4,754+32.3% |
| Participant deferral / active EE | $6,802 | $6,521+4.3% | $5,682+19.7% | $6,712+1.3% |
| Admin fee / account holder | $1,514 | $16,155-90.6% | $13,212-88.5% | $11,409-86.7% |