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 | $287,778 | $201,372+42.9% | $184,260+56.2% | $145,884+97.3% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 18.48% | 29.04%-10.6pp | 28.84%-10.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,199 | $7,024-68.7% | $6,427-65.8% | $4,662-52.8% |
| Participant deferral / active EE | $18,922 | $9,808+92.9% | $9,133+107.2% | $6,690+182.9% |
| Admin fee / account holder | $129,289 | $16,362+690.2% | $13,898+830.3% | $13,392+865.4% |