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 | $351,538 | $78,682+346.8% | $109,188+222.0% | $85,851+309.5% |
| Participation rate | 81.8% | 68.3%+13.5pp | 75.9%+5.9pp | 69.3%+12.5pp |
| Annual return | 15.22% | 25.09%-9.9pp | 25.76%-10.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $4,568 | $2,734+67.1% | $3,723+22.7% | $2,565+78.1% |
| Participant deferral / active EE | $11,215 | $3,468+223.4% | $4,654+141.0% | $3,952+183.7% |
| Admin fee / account holder | $28,048 | $5,470+412.8% | $6,755+315.2% | $6,261+348.0% |