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 | $405,768 | $227,291+78.5% | $214,702+89.0% | $155,188+161.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 15.64% | 60.08%-44.4pp | 54.55%-38.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,064 | $6,772-69.5% | $6,461-68.1% | $4,248-51.4% |
| Participant deferral / active EE | $11,645 | $9,582+21.5% | $9,147+27.3% | $6,531+78.3% |
| Admin fee / account holder | $10,933 | $20,413-46.4% | $19,830-44.9% | $14,480-24.5% |