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 | $282,951 | $97,648+189.8% | $121,663+132.6% | $87,485+223.4% |
| Participation rate | 90.6% | 70.5%+20.1pp | 74.5%+16.1pp | 68.9%+21.7pp |
| Annual return | 15.38% | 18.03%-2.6pp | 147.54%-132.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $4,706 | $2,300+104.6% | $3,020+55.8% | $2,596+81.3% |
| Participant deferral / active EE | $6,949 | $3,923+77.1% | $4,887+42.2% | $4,274+62.6% |
| Admin fee / account holder | $16,317 | $11,100+47.0% | $14,289+14.2% | $7,775+109.9% |