Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $274,170 | $212,386+29.1% | $199,883+37.2% | $138,895+97.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.72% | 47.75%-29.0pp | 43.81%-25.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,395 | $6,625-78.9% | $6,261-77.7% | $4,194-66.8% |
| Participant deferral / active EE | $21,218 | $9,617+120.6% | $9,138+132.2% | $6,396+231.7% |
| Admin fee / account holder | $321 | $18,233-98.2% | $17,268-98.1% | $12,562-97.4% |