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 | $335,530 | $183,592+82.8% | $155,574+115.7% | $145,877+130.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.39% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $14,918 | $5,317+180.6% | $4,676+219.0% | $4,663+219.9% |
| Participant deferral / active EE | $12,525 | $6,466+93.7% | $5,629+122.5% | $6,691+87.2% |
| Admin fee / account holder | $2,362 | $19,316-87.8% | $15,914-85.2% | $13,402-82.4% |