Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $289,168 | $102,422+182.3% | $147,117+96.6% | $80,959+257.2% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 19.82% | 135.16%-115.3pp | 420.54%-400.7pp | 35.67%-15.8pp |
| Employer contribution / active EE | $2,807 | $3,717-24.5% | $4,932-43.1% | $2,757+1.8% |
| Participant deferral / active EE | $7,610 | $6,652+14.4% | $8,065-5.6% | $4,300+77.0% |
| Admin fee / account holder | $3,719 | $7,953-53.2% | $12,993-71.4% | $6,925-46.3% |