Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $337,484 | $209,336+61.2% | $197,124+71.2% | $137,256+145.9% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 17.90% | 48.09%-30.2pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $12,292 | $6,591+86.5% | $6,227+97.4% | $4,156+195.8% |
| Participant deferral / active EE | $14,207 | $9,614+47.8% | $9,135+55.5% | $6,407+121.8% |
| Admin fee / account holder | $7,184 | $17,308-58.5% | $16,298-55.9% | $12,270-41.4% |