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 | $252,400 | $76,551+229.7% | $123,894+103.7% | $62,881+301.4% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 6.75% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $9,060 | $2,882+214.3% | $4,617+96.2% | $2,281+297.2% |
| Participant deferral / active EE | $8,702 | $4,840+79.8% | $5,984+45.4% | $3,203+171.7% |
| Admin fee / account holder | $16,235 | $4,826+236.4% | $8,357+94.3% | $4,296+277.9% |