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 | $436,844 | $101,795+329.1% | $165,100+164.6% | $80,959+439.6% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.7%+8.3pp |
| Annual return | 13.10% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,181 | $2,954+7.7% | $4,348-26.8% | $2,757+15.4% |
| Participant deferral / active EE | $7,203 | $4,476+60.9% | $6,035+19.3% | $4,300+67.5% |
| Admin fee / account holder | $30,474 | $8,221+270.7% | $12,696+140.0% | $6,925+340.0% |