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 | $380,281 | $124,980+204.3% | $108,359+250.9% | $154,746+145.7% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 17.53% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $7,171 | $2,851+151.6% | $2,399+198.9% | $4,379+63.8% |
| Participant deferral / active EE | $15,175 | $4,743+220.0% | $4,137+266.8% | $6,730+125.5% |
| Admin fee / account holder | $19,458 | $11,502+69.2% | $9,741+99.8% | $14,365+35.5% |