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 | $413,883 | $183,592+125.4% | $155,567+166.0% | $145,959+183.6% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 11.72% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $8,015 | $5,315+50.8% | $4,674+71.5% | $4,661+72.0% |
| Participant deferral / active EE | $4,670 | $6,464-27.8% | $5,628-17.0% | $6,689-30.2% |
| Admin fee / account holder | $3,482 | $19,318-82.0% | $15,916-78.1% | $13,398-74.0% |