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 | $321,788 | $183,516+75.3% | $155,534+106.9% | $145,884+120.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 19.39% | 61.43%-42.0pp | 64.92%-45.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $8,471 | $5,315+59.4% | $4,675+81.2% | $4,662+81.7% |
| Participant deferral / active EE | $9,245 | $6,467+43.0% | $5,630+64.2% | $6,690+38.2% |
| Admin fee / account holder | $6,341 | $19,293-67.1% | $15,900-60.1% | $13,392-52.6% |