Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $327,003 | $110,337+196.4% | $102,383+219.4% | $145,877+124.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 18.88% | 24.83%-5.9pp | 24.94%-6.1pp | 551.28%-532.4pp |
| Employer contribution / active EE | $4,794 | $4,216+13.7% | $3,870+23.9% | $4,663+2.8% |
| Participant deferral / active EE | $9,347 | $5,621+66.3% | $5,060+84.7% | $6,691+39.7% |
| Admin fee / account holder | $21,799 | $9,750+123.6% | $8,391+159.8% | $13,402+62.7% |