Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $311,781 | $196,972+58.3% | $182,262+71.1% | $198,609+57.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.54% | 158.27%-137.7pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $17,201 | $5,364+220.7% | $5,046+240.9% | $5,055+240.3% |
| Participant deferral / active EE | $22,320 | $8,643+158.3% | $8,276+169.7% | $6,977+219.9% |
| Admin fee / account holder | $6,378 | $18,429-65.4% | $16,712-61.8% | $19,030-66.5% |