Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $252,035 | $183,516+37.3% | $155,534+62.0% | $145,884+72.8% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%0pp | 80.3%-2.0pp |
| Annual return | 13.07% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $8,567 | $5,315+61.2% | $4,675+83.3% | $4,662+83.7% |
| Participant deferral / active EE | $7,237 | $6,467+11.9% | $5,630+28.5% | $6,690+8.2% |
| Admin fee / account holder | $36,312 | $19,293+88.2% | $15,900+128.4% | $13,392+171.2% |