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 | $366,528 | $81,504+349.7% | $102,437+257.8% | $80,959+352.7% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 12.60% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $16,422 | $3,104+429.1% | $3,871+324.3% | $2,757+495.6% |
| Participant deferral / active EE | $9,388 | $3,871+142.5% | $5,060+85.5% | $4,300+118.3% |
| Admin fee / account holder | $4,825 | $6,719-28.2% | $8,388-42.5% | $6,925-30.3% |