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 | $309,145 | $227,399+35.9% | $189,758+62.9% | $198,609+55.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 16.16% | 61.03%-44.9pp | 52.62%-36.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $7,674 | $5,526+38.9% | $4,767+61.0% | $5,055+51.8% |
| Participant deferral / active EE | $6,121 | $6,837-10.5% | $5,856+4.5% | $6,977-12.3% |
| Admin fee / account holder | $542 | $25,162-97.8% | $20,388-97.3% | $19,030-97.2% |