Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $338,382 | $93,589+261.6% | $135,942+148.9% | $75,181+350.1% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 18.00% | 30.90%-12.9pp | 68.28%-50.3pp | 160.69%-142.7pp |
| Employer contribution / active EE | $13,024 | $3,537+268.2% | $4,858+168.1% | $2,671+387.7% |
| Participant deferral / active EE | $12,654 | $6,405+97.6% | $7,759+63.1% | $4,126+206.7% |
| Admin fee / account holder | $2,596 | $6,977-62.8% | $10,764-75.9% | $5,650-54.0% |