Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $265,602 | $175,257+51.6% | $149,717+77.4% | $139,456+90.5% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 15.42% | 166.70%-151.3pp | 134.41%-119.0pp | 373.45%-358.0pp |
| Employer contribution / active EE | $8,499 | $5,477+55.2% | $4,820+76.3% | $4,753+78.8% |
| Participant deferral / active EE | $8,430 | $6,521+29.3% | $5,682+48.4% | $6,711+25.6% |
| Admin fee / account holder | $645 | $16,156-96.0% | $13,213-95.1% | $11,407-94.3% |