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 | $102,429+182.3% | $147,096+96.6% | $80,925+257.3% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 19.82% | 135.02%-115.2pp | 419.75%-399.9pp | 35.65%-15.8pp |
| Employer contribution / active EE | $2,807 | $3,716-24.5% | $4,936-43.1% | $2,756+1.8% |
| Participant deferral / active EE | $7,610 | $6,649+14.5% | $8,071-5.7% | $4,299+77.0% |
| Admin fee / account holder | $3,719 | $7,957-53.3% | $13,005-71.4% | $6,940-46.4% |