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 | $360,918 | $185,905+94.1% | $170,057+112.2% | $139,487+158.7% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 12.51% | 60.56%-48.1pp | 53.42%-40.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $2,296 | $7,597-69.8% | $6,790-66.2% | $4,755-51.7% |
| Participant deferral / active EE | $7,027 | $11,627-39.6% | $10,411-32.5% | $6,713+4.7% |
| Admin fee / account holder | $37,489 | $15,397+143.5% | $12,826+192.3% | $11,407+228.6% |