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 | $321,235 | $58,057+453.3% | $97,032+231.1% | $86,983+269.3% |
| Participation rate | 72.0% | 60.4%+11.6pp | 71.6%+0.4pp | 69.5%+2.5pp |
| Annual return | 14.40% | 22.26%-7.9pp | 35.38%-21.0pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,728 | $1,663+3.9% | $2,629-34.3% | $2,584-33.2% |
| Participant deferral / active EE | $9,651 | $3,244+197.5% | $4,672+106.6% | $4,194+130.1% |
| Admin fee / account holder | $33,259 | $4,839+587.4% | $9,418+253.2% | $7,856+323.4% |