Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $304,623 | $185,312+64.4% | $161,489+88.6% | $154,746+96.9% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 19.07% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $9,134 | $4,769+91.5% | $4,268+114.0% | $4,379+108.6% |
| Participant deferral / active EE | $13,434 | $6,350+111.6% | $5,630+138.6% | $6,730+99.6% |
| Admin fee / account holder | $6,034 | $18,654-67.7% | $16,006-62.3% | $14,365-58.0% |