Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $283,437 | $81,358+248.4% | $155,556+82.2% | $80,959+250.1% |
| Participation rate | 85.7% | 66.3%+19.4pp | 78.2%+7.5pp | 67.7%+18.0pp |
| Annual return | 13.74% | 33.39%-19.6pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $9,293 | $3,106+199.2% | $4,675+98.8% | $2,757+237.1% |
| Participant deferral / active EE | $8,388 | $3,455+142.8% | $5,631+49.0% | $4,300+95.1% |
| Admin fee / account holder | $50,727 | $7,994+534.6% | $15,885+219.3% | $6,925+632.5% |