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 | $314,784 | $157,296+100.1% | $141,191+122.9% | $152,897+105.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 25.20% | 64.34%-39.1pp | 71.41%-46.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $5,426 | $5,262+3.1% | $4,736+14.6% | $4,764+13.9% |
| Participant deferral / active EE | $9,701 | $7,111+36.4% | $6,710+44.6% | $5,851+65.8% |
| Admin fee / account holder | $723 | $12,125-94.0% | $10,264-93.0% | $11,599-93.8% |