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 | $343,936 | $209,336+64.3% | $197,124+74.5% | $137,256+150.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.71% | 48.09%-30.4pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $11,096 | $6,591+68.4% | $6,227+78.2% | $4,156+167.0% |
| Participant deferral / active EE | $18,173 | $9,614+89.0% | $9,135+98.9% | $6,407+183.7% |
| Admin fee / account holder | $5,105 | $17,308-70.5% | $16,298-68.7% | $12,270-58.4% |