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 | $286,937 | $81,476+252.2% | $102,383+180.3% | $80,925+254.6% |
| Participation rate | 83.7% | 66.8%+16.9pp | 74.5%+9.2pp | 67.7%+16.1pp |
| Annual return | 18.05% | 25.59%-7.5pp | 24.94%-6.9pp | 35.65%-17.6pp |
| Employer contribution / active EE | $4,989 | $3,105+60.7% | $3,870+28.9% | $2,756+81.0% |
| Participant deferral / active EE | $12,407 | $3,871+220.5% | $5,060+145.2% | $4,299+188.6% |
| Admin fee / account holder | $17,374 | $6,717+158.6% | $8,391+107.0% | $6,940+150.3% |