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 | $396,830 | $139,948+183.6% | $121,663+226.2% | $154,746+156.4% |
| Participation rate | 84.6% | 78.0%+6.6pp | 74.5%+10.1pp | 80.7%+3.9pp |
| Annual return | 13.55% | 230.52%-217.0pp | 147.54%-134.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,749 | $3,521-21.9% | $3,020-9.0% | $4,379-37.2% |
| Participant deferral / active EE | $8,435 | $5,629+49.9% | $4,887+72.6% | $6,730+25.3% |
| Admin fee / account holder | $94,629 | $17,321+446.3% | $14,289+562.2% | $14,365+558.7% |