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 | $265,779 | $86,938+205.7% | $102,423+159.5% | $80,925+228.4% |
| Participation rate | 91.0% | 72.4%+18.7pp | 76.5%+14.5pp | 67.7%+23.4pp |
| Annual return | 15.99% | 18.89%-2.9pp | 29.42%-13.4pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,391 | $2,369+85.3% | $3,023+45.3% | $2,756+59.3% |
| Participant deferral / active EE | $9,869 | $4,120+139.5% | $5,054+95.3% | $4,299+129.6% |
| Admin fee / account holder | $23,047 | $8,053+186.2% | $9,455+143.8% | $6,940+232.1% |