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 | $334,222 | $88,707+276.8% | $74,184+350.5% | $273,972+22.0% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 12.64% | 11.94%+0.7pp | 17.74%-5.1pp | 41.46%-28.8pp |
| Employer contribution / active EE | $8,348 | $3,159+164.2% | $2,370+252.2% | $4,869+71.5% |
| Participant deferral / active EE | $5,620 | $4,212+33.4% | $3,550+58.3% | $5,287+6.3% |
| Admin fee / account holder | $8,180 | $8,717-6.2% | $5,586+46.4% | $10,133-19.3% |