Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $335,148 | $227,541+47.3% | $189,544+76.8% | $167,497+100.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 11.47% | 78.42%-66.9pp | 64.18%-52.7pp | 478.62%-467.1pp |
| Employer contribution / active EE | $1,975 | $5,314-62.8% | $4,411-55.2% | $4,838-59.2% |
| Participant deferral / active EE | $2,580 | $7,002-63.2% | $6,174-58.2% | $6,341-59.3% |
| Admin fee / account holder | $3,748 | $11,879-68.4% | $9,808-61.8% | $12,310-69.6% |