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 | $339,193 | $138,393+145.1% | $184,256+84.1% | $80,959+319.0% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.1pp | 67.7%+30.3pp |
| Annual return | 15.71% | 20.01%-4.3pp | 28.85%-13.1pp | 35.67%-20.0pp |
| Employer contribution / active EE | $13,160 | $4,847+171.5% | $6,427+104.8% | $2,757+377.3% |
| Participant deferral / active EE | $17,173 | $7,076+142.7% | $9,133+88.0% | $4,300+299.3% |
| Admin fee / account holder | $35,904 | $10,489+242.3% | $13,899+158.3% | $6,925+418.4% |