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 | $421,720 | $125,797+235.2% | $170,043+148.0% | $75,173+461.0% |
| Participation rate | 88.4% | 83.6%+4.8pp | 87.0%+1.4pp | 67.2%+21.2pp |
| Annual return | 13.80% | 27.20%-13.4pp | 53.40%-39.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $15,757 | $4,616+241.3% | $6,790+132.1% | $2,671+489.9% |
| Participant deferral / active EE | $14,359 | $6,838+110.0% | $10,410+37.9% | $4,126+248.0% |
| Admin fee / account holder | $22,712 | $8,177+177.8% | $12,824+77.1% | $5,651+301.9% |