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 | $342,166 | $209,422+63.4% | $178,503+91.7% | $158,982+115.2% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.78% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $7,114 | $5,707+24.7% | $5,011+42.0% | $4,763+49.4% |
| Participant deferral / active EE | $8,569 | $5,955+43.9% | $5,202+64.7% | $5,983+43.2% |
| Admin fee / account holder | $1,875 | $17,079-89.0% | $13,987-86.6% | $11,252-83.3% |