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 | $357,956 | $76,407+368.5% | $150,298+138.2% | $82,448+334.2% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 15.25% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $10,569 | $2,614+304.3% | $4,154+154.4% | $2,551+314.3% |
| Participant deferral / active EE | $7,153 | $3,214+122.5% | $5,453+31.2% | $4,139+72.8% |
| Admin fee / account holder | $18,021 | $6,352+183.7% | $14,116+27.7% | $7,234+149.1% |