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 | $354,392 | $72,269+390.4% | $101,271+249.9% | $79,852+343.8% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 16.69% | 22.29%-5.6pp | 46.48%-29.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $6,987 | $2,692+159.6% | $3,660+90.9% | $2,471+182.7% |
| Participant deferral / active EE | $9,813 | $3,282+199.0% | $4,371+124.5% | $3,740+162.4% |
| Admin fee / account holder | $6,228 | $4,401+41.5% | $5,948+4.7% | $5,306+17.4% |