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 | $296,592 | $138,076+114.8% | $123,553+140.1% | $135,380+119.1% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | 24.51% | 153.70%-129.2pp | 119.21%-94.7pp | 519.81%-495.3pp |
| Employer contribution / active EE | $3,529 | $5,152-31.5% | $4,628-23.8% | $4,779-26.2% |
| Participant deferral / active EE | $8,904 | $6,800+30.9% | $6,426+38.6% | $5,609+58.7% |
| Admin fee / account holder | $6,165 | $10,917-43.5% | $9,284-33.6% | $10,828-43.1% |