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 | $334,575 | $211,224+58.4% | $178,505+87.4% | $145,897+129.3% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 23.19% | 30.28%-7.1pp | 27.16%-4.0pp | 552.29%-529.1pp |
| Employer contribution / active EE | $11,348 | $4,577+148.0% | $3,955+186.9% | $4,663+143.4% |
| Participant deferral / active EE | $11,921 | $6,966+71.1% | $6,280+89.8% | $6,689+78.2% |
| Admin fee / account holder | $6,777 | $12,109-44.0% | $10,428-35.0% | $13,390-49.4% |