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 | $440,687 | $93,617+370.7% | $135,982+224.1% | $75,177+486.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 28.10% | 30.89%-2.8pp | 68.32%-40.2pp | 160.75%-132.6pp |
| Employer contribution / active EE | $2,936 | $3,538-17.0% | $4,859-39.6% | $2,671+9.9% |
| Participant deferral / active EE | $10,958 | $6,406+71.1% | $7,760+41.2% | $4,126+165.6% |
| Admin fee / account holder | $18,508 | $6,980+165.2% | $10,767+71.9% | $5,651+227.5% |