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 | $251,498 | $146,267+71.9% | $197,124+27.6% | $82,448+205.0% |
| Participation rate | 85.9% | 84.0%+1.9pp | 86.7%-0.8pp | 68.1%+17.8pp |
| Annual return | 17.15% | 29.61%-12.5pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $8,717 | $4,723+84.5% | $6,227+40.0% | $2,551+241.7% |
| Participant deferral / active EE | $17,726 | $7,035+152.0% | $9,135+94.0% | $4,139+328.2% |
| Admin fee / account holder | $6,479 | $14,422-55.1% | $16,298-60.2% | $7,234-10.4% |