Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $290,585 | $178,174+63.1% | $156,181+86.1% | $137,256+111.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 10.46% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $4,760 | $4,972-4.3% | $4,294+10.9% | $4,156+14.5% |
| Participant deferral / active EE | $14,219 | $6,888+106.4% | $6,132+131.9% | $6,407+121.9% |
| Admin fee / account holder | $204,340 | $17,404+1074.1% | $14,586+1300.9% | $12,270+1565.3% |