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 | $313,288 | $77,817+302.6% | $123,553+153.6% | $64,173+388.2% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | 24.25% | 12.49%+11.8pp | 119.21%-95.0pp | 7.63%+16.6pp |
| Employer contribution / active EE | $9,890 | $3,014+228.1% | $4,628+113.7% | $2,381+315.4% |
| Participant deferral / active EE | $9,335 | $5,240+78.2% | $6,426+45.3% | $3,470+169.1% |
| Admin fee / account holder | $52,916 | $5,519+858.8% | $9,284+469.9% | $4,887+982.7% |