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 | $408,175 | $138,385+195.0% | $184,200+121.6% | $80,874+404.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 18.22% | 20.02%-1.8pp | 28.80%-10.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $13,203 | $4,849+172.3% | $6,424+105.5% | $2,756+379.1% |
| Participant deferral / active EE | $13,350 | $7,073+88.8% | $9,132+46.2% | $4,297+210.7% |
| Admin fee / account holder | $1,093 | $10,483-89.6% | $13,907-92.1% | $6,935-84.2% |