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 | $285,405 | $183,539+55.5% | $155,556+83.5% | $145,897+95.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.73% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $11,276 | $5,315+112.2% | $4,675+141.2% | $4,663+141.8% |
| Participant deferral / active EE | $5,833 | $6,467-9.8% | $5,631+3.6% | $6,689-12.8% |
| Admin fee / account holder | $1,208 | $19,275-93.7% | $15,885-92.4% | $13,390-91.0% |