Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $323,623 | $156,398+106.9% | $147,318+119.7% | $138,895+133.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.29% | 78.75%-58.5pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $7,083 | $4,853+45.9% | $4,593+54.2% | $4,194+68.9% |
| Participant deferral / active EE | $18,983 | $8,237+130.4% | $7,906+140.1% | $6,396+196.8% |
| Admin fee / account holder | $2,064 | $14,976-86.2% | $13,708-84.9% | $12,562-83.6% |