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 | $333,207 | $212,386+56.9% | $199,883+66.7% | $138,895+139.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.95% | 47.75%-32.8pp | 43.81%-28.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $9,714 | $6,625+46.6% | $6,261+55.1% | $4,194+131.6% |
| Participant deferral / active EE | $18,651 | $9,617+93.9% | $9,138+104.1% | $6,396+191.6% |
| Admin fee / account holder | $562 | $18,233-96.9% | $17,268-96.7% | $12,562-95.5% |