Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $275,706 | $211,288+30.5% | $178,540+54.4% | $145,884+89.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.38% | 30.27%-20.9pp | 27.15%-17.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,176 | $4,574-74.3% | $3,953-70.2% | $4,662-74.8% |
| Participant deferral / active EE | $15,991 | $6,967+129.5% | $6,281+154.6% | $6,690+139.0% |
| Admin fee / account holder | $13,500 | $12,105+11.5% | $10,424+29.5% | $13,392+0.8% |