Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $303,098 | $183,627+65.1% | $155,602+94.8% | $145,978+107.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.15% | 61.32%-38.2pp | 64.81%-41.7pp | 550.52%-527.4pp |
| Employer contribution / active EE | $8,907 | $5,316+67.5% | $4,675+90.5% | $4,662+91.1% |
| Participant deferral / active EE | $8,391 | $6,466+29.8% | $5,629+49.1% | $6,690+25.4% |
| Admin fee / account holder | $1,949 | $19,327-89.9% | $15,923-87.8% | $13,400-85.5% |