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 | $414,576 | $115,225+259.8% | $100,712+311.6% | $138,895+198.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 14.61% | 40.35%-25.7pp | 33.27%-18.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $5,404 | $2,771+95.0% | $2,313+133.7% | $4,194+28.9% |
| Participant deferral / active EE | $13,290 | $4,699+182.8% | $4,085+225.3% | $6,396+107.8% |
| Admin fee / account holder | $3,656 | $10,844-66.3% | $9,256-60.5% | $12,562-70.9% |