Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $303,681 | $100,033+203.6% | $149,716+102.8% | $70,124+333.1% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 20.79% | 27.43%-6.6pp | 1501.67%-1480.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,448 | $3,661-5.8% | $5,444-36.7% | $2,342+47.2% |
| Participant deferral / active EE | $13,262 | $4,982+166.2% | $6,568+101.9% | $3,332+298.1% |
| Admin fee / account holder | $7,308 | $8,285-11.8% | $11,282-35.2% | $4,645+57.3% |