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 | $326,852 | $106,864+205.9% | $147,318+121.9% | $82,637+295.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 20.74% | 27.49%-6.7pp | 70.43%-49.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $4,776 | $3,417+39.8% | $4,593+4.0% | $2,552+87.1% |
| Participant deferral / active EE | $8,551 | $6,496+31.6% | $7,906+8.2% | $4,126+107.2% |
| Admin fee / account holder | $32,700 | $8,415+288.6% | $13,708+138.6% | $7,339+345.6% |