Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $263,669 | $106,864+146.7% | $147,318+79.0% | $82,637+219.1% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.1%-5.4pp | 68.1%+8.6pp |
| Annual return | 16.79% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $5,122 | $3,417+49.9% | $4,593+11.5% | $2,552+100.7% |
| Participant deferral / active EE | $14,471 | $6,496+122.8% | $7,906+83.0% | $4,126+250.7% |
| Admin fee / account holder | $41,970 | $8,415+398.8% | $13,708+206.2% | $7,339+471.9% |