Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $277,395 | $185,312+49.7% | $161,489+71.8% | $154,746+79.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.39% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $14,986 | $4,769+214.2% | $4,268+251.1% | $4,379+242.2% |
| Participant deferral / active EE | $6,741 | $6,350+6.2% | $5,630+19.7% | $6,730+0.2% |
| Admin fee / account holder | $733 | $18,654-96.1% | $16,006-95.4% | $14,365-94.9% |