Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $348,726 | $175,231+99.0% | $149,696+133.0% | $139,466+150.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.61% | 166.77%-146.2pp | 134.46%-113.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $9,488 | $5,478+73.2% | $4,821+96.8% | $4,754+99.6% |
| Participant deferral / active EE | $6,696 | $6,521+2.7% | $5,682+17.8% | $6,712-0.2% |
| Admin fee / account holder | $3,925 | $16,155-75.7% | $13,212-70.3% | $11,409-65.6% |