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 | $377,323 | $117,829+220.2% | $102,423+268.4% | $145,877+158.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.50% | 31.83%-19.3pp | 29.42%-16.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,707 | $3,615-25.1% | $3,023-10.5% | $4,663-42.0% |
| Participant deferral / active EE | $13,201 | $5,732+130.3% | $5,054+161.2% | $6,691+97.3% |
| Admin fee / account holder | $2,072 | $13,335-84.5% | $9,455-78.1% | $13,402-84.5% |