Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $316,168 | $156,398+102.2% | $147,318+114.6% | $138,895+127.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 50.51% | 78.75%-28.2pp | 70.43%-19.9pp | 145.39%-94.9pp |
| Employer contribution / active EE | $3,629 | $4,853-25.2% | $4,593-21.0% | $4,194-13.5% |
| Participant deferral / active EE | $17,211 | $8,237+108.9% | $7,906+117.7% | $6,396+169.1% |
| Admin fee / account holder | $3,431 | $14,976-77.1% | $13,708-75.0% | $12,562-72.7% |