Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $326,611 | $111,535+192.8% | $105,223+210.4% | $137,256+138.0% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 15.61% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,275 | $3,939-16.9% | $3,689-11.2% | $4,156-21.2% |
| Participant deferral / active EE | $7,359 | $5,500+33.8% | $5,072+45.1% | $6,407+14.9% |
| Admin fee / account holder | $33,233 | $9,721+241.9% | $8,859+275.1% | $12,270+170.8% |