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 | $279,104 | $154,228+81.0% | $145,433+91.9% | $137,256+103.3% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 14.60% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,043 | $4,804-78.3% | $4,554-77.1% | $4,156-74.9% |
| Participant deferral / active EE | $7,036 | $8,216-14.4% | $7,897-10.9% | $6,407+9.8% |
| Admin fee / account holder | $110,621 | $14,344+671.2% | $13,129+742.6% | $12,270+801.5% |