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 | $81,233+346.6% | $155,567+133.2% | $80,874+348.6% |
| Participation rate | 80.9% | 66.2%+14.7pp | 78.2%+2.7pp | 67.6%+13.3pp |
| Annual return | 18.49% | 33.33%-14.8pp | 64.74%-46.2pp | 35.62%-17.1pp |
| Employer contribution / active EE | $4,260 | $3,101+37.4% | $4,674-8.9% | $2,756+54.6% |
| Participant deferral / active EE | $8,588 | $3,452+148.8% | $5,628+52.6% | $4,297+99.9% |
| Admin fee / account holder | $2,849 | $7,998-64.4% | $15,916-82.1% | $6,935-58.9% |