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 | $312,340 | $197,625+58.0% | $177,840+75.6% | $158,966+96.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.65% | 58.76%-35.1pp | 48.32%-24.7pp | 302.95%-279.3pp |
| Employer contribution / active EE | $29,904 | $6,698+346.5% | $5,919+405.3% | $4,762+527.9% |
| Participant deferral / active EE | $15,983 | $8,405+90.2% | $7,714+107.2% | $5,983+167.1% |
| Admin fee / account holder | $27,090 | $15,405+75.9% | $12,431+117.9% | $11,250+140.8% |