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 | $412,648 | $209,336+97.1% | $197,124+109.3% | $137,256+200.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 15.79% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $7,557 | $6,591+14.7% | $6,227+21.3% | $4,156+81.8% |
| Participant deferral / active EE | $13,851 | $9,614+44.1% | $9,135+51.6% | $6,407+116.2% |
| Admin fee / account holder | $7,500 | $17,308-56.7% | $16,298-54.0% | $12,270-38.9% |