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 | $365,459 | $162,136+125.4% | $152,301+140.0% | $154,746+136.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.16% | 91.02%-78.9pp | 80.50%-68.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,200 | $4,890-55.0% | $4,624-52.4% | $4,379-49.8% |
| Participant deferral / active EE | $11,199 | $8,341+34.3% | $8,004+39.9% | $6,730+66.4% |
| Admin fee / account holder | $150,068 | $15,759+852.2% | $14,398+942.3% | $14,365+944.7% |