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 | $309,396 | $208,088+48.7% | $186,193+66.2% | $154,746+99.9% |
| Participation rate | 95.2% | 80.0%+15.2pp | 77.1%+18.1pp | 80.7%+14.5pp |
| Annual return | 17.88% | 89.97%-72.1pp | 78.03%-60.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $16,762 | $4,340+286.2% | $3,918+327.8% | $4,379+282.8% |
| Participant deferral / active EE | $19,445 | $7,078+174.7% | $6,513+198.6% | $6,730+188.9% |
| Admin fee / account holder | $2,212 | $11,698-81.1% | $11,058-80.0% | $14,365-84.6% |