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 | $385,926 | $77,460+398.2% | $100,378+284.5% | $80,925+376.9% |
| Participation rate | 77.1% | 76.9%+0.2pp | 81.5%-4.4pp | 67.7%+9.5pp |
| Annual return | 18.72% | 37.24%-18.5pp | 49.41%-30.7pp | 35.65%-16.9pp |
| Employer contribution / active EE | $1,870 | $2,801-33.2% | $3,942-52.6% | $2,756-32.1% |
| Participant deferral / active EE | $7,760 | $6,818+13.8% | $8,087-4.0% | $4,299+80.5% |
| Admin fee / account holder | $31,684 | $5,887+438.2% | $7,899+301.1% | $6,940+356.5% |