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 | $362,764 | $81,358+345.9% | $155,556+133.2% | $80,959+348.1% |
| Participation rate | 80.9% | 66.3%+14.6pp | 78.2%+2.7pp | 67.7%+13.2pp |
| Annual return | 18.49% | 33.39%-14.9pp | 64.84%-46.3pp | 35.67%-17.2pp |
| Employer contribution / active EE | $4,260 | $3,106+37.1% | $4,675-8.9% | $2,757+54.5% |
| Participant deferral / active EE | $8,588 | $3,455+148.5% | $5,631+52.5% | $4,300+99.7% |
| Admin fee / account holder | $2,849 | $7,994-64.4% | $15,885-82.1% | $6,925-58.9% |