Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $320,833 | $166,020+93.2% | $164,866+94.6% | $145,959+119.8% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.6%+2.3pp | 80.3%+0.7pp |
| Annual return | 19.45% | 100.08%-80.6pp | 69.97%-50.5pp | 561.95%-542.5pp |
| Employer contribution / active EE | $5,103 | $5,275-3.3% | $4,343+17.5% | $4,661+9.5% |
| Participant deferral / active EE | $4,789 | $6,961-31.2% | $6,033-20.6% | $6,689-28.4% |
| Admin fee / account holder | $852 | $16,644-94.9% | $12,689-93.3% | $13,398-93.6% |