Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $265,167 | $106,524+148.9% | $152,301+74.1% | $87,485+203.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 21.04% | 26.89%-5.9pp | 80.50%-59.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $15,050 | $3,371+346.4% | $4,624+225.4% | $2,596+479.7% |
| Participant deferral / active EE | $11,527 | $6,525+76.7% | $8,004+44.0% | $4,274+169.7% |
| Admin fee / account holder | $3,330 | $8,287-59.8% | $14,398-76.9% | $7,775-57.2% |