Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $307,544 | $227,399+35.2% | $189,758+62.1% | $198,609+54.8% |
| Participation rate | 95.2% | 84.0%+11.2pp | 79.8%+15.4pp | 82.4%+12.9pp |
| Annual return | 18.06% | 61.03%-43.0pp | 52.62%-34.6pp | 202.70%-184.6pp |
| Employer contribution / active EE | $10,653 | $5,526+92.8% | $4,767+123.5% | $5,055+110.7% |
| Participant deferral / active EE | $18,118 | $6,837+165.0% | $5,856+209.4% | $6,977+159.7% |
| Admin fee / account holder | $8,761 | $25,162-65.2% | $20,388-57.0% | $19,030-54.0% |