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 | $303,650 | $146,267+107.6% | $197,124+54.0% | $82,448+268.3% |
| Participation rate | 94.3% | 84.0%+10.3pp | 86.7%+7.6pp | 68.1%+26.3pp |
| Annual return | 16.30% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $15,761 | $4,723+233.7% | $6,227+153.1% | $2,551+517.8% |
| Participant deferral / active EE | $13,876 | $7,035+97.3% | $9,135+51.9% | $4,139+235.2% |
| Admin fee / account holder | $15,045 | $14,422+4.3% | $16,298-7.7% | $7,234+108.0% |