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 | $458,268 | $197,637+131.9% | $177,848+157.7% | $158,982+188.3% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.7%-9.5pp | 82.0%-3.7pp |
| Annual return | 15.90% | 58.77%-42.9pp | 48.33%-32.4pp | 302.99%-287.1pp |
| Employer contribution / active EE | $7,694 | $6,698+14.9% | $5,919+30.0% | $4,763+61.5% |
| Participant deferral / active EE | $12,823 | $8,405+52.6% | $7,714+66.2% | $5,983+114.3% |
| Admin fee / account holder | $2,038 | $15,406-86.8% | $12,431-83.6% | $11,252-81.9% |