Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $386,535 | $154,228+150.6% | $145,433+165.8% | $137,256+181.6% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 18.54% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $19,314 | $4,804+302.0% | $4,554+324.1% | $4,156+364.7% |
| Participant deferral / active EE | $12,984 | $8,216+58.0% | $7,897+64.4% | $6,407+102.7% |
| Admin fee / account holder | $6,719 | $14,344-53.2% | $13,129-48.8% | $12,270-45.2% |