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 | $548,755 | $211,239+159.8% | $178,528+207.4% | $145,877+276.2% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 11.75% | 30.22%-18.5pp | 27.11%-15.4pp | 551.28%-539.5pp |
| Employer contribution / active EE | $7,778 | $4,570+70.2% | $3,950+96.9% | $4,663+66.8% |
| Participant deferral / active EE | $10,622 | $6,963+52.6% | $6,278+69.2% | $6,691+58.8% |
| Admin fee / account holder | $757 | $12,095-93.7% | $10,419-92.7% | $13,402-94.4% |