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 | $314,155 | $201,372+56.0% | $184,260+70.5% | $145,884+115.3% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 20.11% | 29.04%-8.9pp | 28.84%-8.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $17,654 | $7,024+151.4% | $6,427+174.7% | $4,662+278.7% |
| Participant deferral / active EE | $9,532 | $9,808-2.8% | $9,133+4.4% | $6,690+42.5% |
| Admin fee / account holder | $5,907 | $16,362-63.9% | $13,898-57.5% | $13,392-55.9% |