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 | $296,291 | $183,627+61.4% | $155,602+90.4% | $145,978+103.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.95% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $19,818 | $5,316+272.8% | $4,675+323.9% | $4,662+325.1% |
| Participant deferral / active EE | $12,354 | $6,466+91.1% | $5,629+119.5% | $6,690+84.7% |
| Admin fee / account holder | $1,849 | $19,327-90.4% | $15,923-88.4% | $13,400-86.2% |