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 | $265,841 | $51,638+414.8% | $129,406+105.4% | $80,959+228.4% |
| Participation rate | 96.3% | 56.9%+39.4pp | 69.6%+26.6pp | 67.7%+28.6pp |
| Annual return | 11.93% | 20.78%-8.9pp | 9468.18%-9456.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $5,931 | $1,584+274.5% | $4,155+42.7% | $2,757+115.1% |
| Participant deferral / active EE | $16,137 | $2,670+504.4% | $4,167+287.2% | $4,300+275.2% |
| Admin fee / account holder | $1,518 | $4,313-64.8% | $7,689-80.3% | $6,925-78.1% |